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 | $14,181 | $106,890-86.7% | $84,015-83.1% | $152,861-90.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 49.99% | 104.99%-55.0pp | 71.31%-21.3pp | 345.32%-295.3pp |
| Employer contribution / active EE | $2,011 | $2,734-26.5% | $1,983+1.4% | $4,762-57.8% |
| Participant deferral / active EE | $7,809 | $4,011+94.7% | $3,239+141.1% | $5,850+33.5% |
| Admin fee / account holder | $443 | $8,285-94.7% | $6,101-92.7% | $11,596-96.2% |