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 | $14,679 | $202,318-92.7% | $172,739-91.5% | $152,861-90.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 19.40% | 1029.65%-1010.3pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,567 | $5,856-73.2% | $5,143-69.5% | $4,762-67.1% |
| Participant deferral / active EE | $2,318 | $5,948-61.0% | $5,198-55.4% | $5,850-60.4% |
| Admin fee / account holder | $907 | $17,109-94.7% | $13,954-93.5% | $11,596-92.2% |