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 | $22,006 | $217,402-89.9% | $185,823-88.2% | $167,490-86.9% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 21.10% | 148.36%-127.3pp | 122.05%-101.0pp | 478.56%-457.5pp |
| Employer contribution / active EE | $3,584 | $5,873-39.0% | $5,167-30.6% | $4,837-25.9% |
| Participant deferral / active EE | $8,096 | $6,356+27.4% | $5,568+45.4% | $6,341+27.7% |
| Admin fee / account holder | $354 | $19,811-98.2% | $16,237-97.8% | $12,309-97.1% |