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 | $26,565 | $183,963-85.6% | $162,163-83.6% | $152,861-82.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.68% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $8,164 | $6,371+28.1% | $5,614+45.4% | $4,762+71.4% |
| Participant deferral / active EE | $8,102 | $8,034+0.8% | $7,298+11.0% | $5,850+38.5% |
| Admin fee / account holder | $1,374 | $13,121-89.5% | $10,843-87.3% | $11,596-88.2% |