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 9-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 | $10,446 | $99,020-89.5% | $86,590-87.9% | $147,584-92.9% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 32.40% | 1312.34%-1279.9pp | 964.84%-932.4pp | 578.55%-546.1pp |
| Employer contribution / active EE | $1,628 | $3,132-48.0% | $2,839-42.7% | $4,876-66.6% |
| Participant deferral / active EE | $3,369 | $3,972-15.2% | $3,609-6.6% | $5,439-38.0% |
| Admin fee / account holder | $994 | $5,710-82.6% | $4,906-79.7% | $10,885-90.9% |