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 | $11,002 | $91,190-87.9% | $178,490-93.8% | $79,858-86.2% |
| Participation rate | 87.7% | 69.2%+18.5pp | 81.9%+5.8pp | 69.6%+18.1pp |
| Annual return | 51.73% | 24.19%+27.5pp | 151.07%-99.3pp | 31.71%+20.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,265 | $3,236+93.6% | $5,202+20.4% | $3,740+67.5% |
| Admin fee / account holder | $1,543 | $6,751-77.1% | $13,984-89.0% | $5,306-70.9% |