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 | $9,473 | $127,264-92.6% | $109,895-91.4% | $167,490-94.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 42.16% | 22.97%+19.2pp | 29.45%+12.7pp | 478.56%-436.4pp |
| Employer contribution / active EE | $573 | $3,322-82.8% | $2,842-79.8% | $4,837-88.2% |
| Participant deferral / active EE | $7,077 | $4,514+56.8% | $4,048+74.8% | $6,341+11.6% |
| Admin fee / account holder | $1,458 | $7,114-79.5% | $6,066-76.0% | $12,309-88.2% |