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 7-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 | $12,347 | $99,985-87.7% | $146,665-91.6% | $85,850-85.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 44.65% | 18.93%+25.7pp | 22.74%+21.9pp | 318.53%-273.9pp |
| Employer contribution / active EE | $720 | $2,559-71.9% | $4,136-82.6% | $2,565-71.9% |
| Participant deferral / active EE | $3,991 | $4,006-0.4% | $5,506-27.5% | $3,952+1.0% |
| Admin fee / account holder | $1,216 | $7,702-84.2% | $10,280-88.2% | $6,260-80.6% |