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 | $27,485 | $209,411-86.9% | $178,490-84.6% | $158,922-82.7% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 37.64% | 188.75%-151.1pp | 151.07%-113.4pp | 302.83%-265.2pp |
| Employer contribution / active EE | $4,221 | $5,706-26.0% | $5,011-15.8% | $4,761-11.3% |
| Participant deferral / active EE | $7,013 | $5,954+17.8% | $5,202+34.8% | $5,982+17.2% |
| Admin fee / account holder | $1,052 | $17,074-93.8% | $13,984-92.5% | $11,246-90.6% |