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 6-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 | $8,608 | $102,604-91.6% | $86,188-90.0% | $139,434-93.8% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.0%+24.8pp | 80.3%+13.4pp |
| Annual return | 21.95% | 1922.51%-1900.6pp | 1168.45%-1146.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $914 | $3,032-69.8% | $2,380-61.6% | $4,751-80.8% |
| Participant deferral / active EE | $2,353 | $4,676-49.7% | $3,985-41.0% | $6,710-64.9% |
| Admin fee / account holder | $1,218 | $8,657-85.9% | $6,852-82.2% | $11,403-89.3% |