See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,282 | $226,064-93.2% | $182,532-91.6% | $152,861-90.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 31.76% | 192.51%-160.8pp | 148.54%-116.8pp | 345.32%-313.6pp |
| Employer contribution / active EE | $1,949 | $4,978-60.9% | $4,076-52.2% | $4,762-59.1% |
| Participant deferral / active EE | $6,862 | $6,368+7.8% | $5,524+24.2% | $5,850+17.3% |
| Admin fee / account holder | $377 | $10,703-96.5% | $8,592-95.6% | $11,596-96.7% |