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 | $8,212 | $63,745-87.1% | $98,442-91.7% | $79,386-89.7% |
| Participation rate | 83.2% | 69.9%+13.3pp | 73.3%+9.8pp | 70.7%+12.5pp |
| Annual return | 17.10% | 625.80%-608.7pp | 1492.73%-1475.6pp | 116.85%-99.7pp |
| Employer contribution / active EE | $980 | $2,557-61.7% | $2,960-66.9% | $2,427-59.6% |
| Participant deferral / active EE | $2,445 | $3,303-26.0% | $4,276-42.8% | $4,046-39.6% |
| Admin fee / account holder | $353 | $516-31.5% | $5,949-94.1% | $626-43.6% |