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 | $16,138 | $157,256-89.7% | $141,162-88.6% | $152,861-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 80.13% | 64.32%+15.8pp | 71.39%+8.7pp | 345.32%-265.2pp |
| Employer contribution / active EE | $6,502 | $5,261+23.6% | $4,735+37.3% | $4,762+36.5% |
| Participant deferral / active EE | $9,376 | $7,109+31.9% | $6,709+39.8% | $5,850+60.3% |
| Admin fee / account holder | $2,784 | $12,120-77.0% | $10,261-72.9% | $11,596-76.0% |