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 4-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 | $10,885 | $82,664-86.8% | $125,339-91.3% | $68,494-84.1% |
| Participation rate | 88.1% | 75.0%+13.1pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | 1752.16% | -5.97%+1758.1pp | 572.05%+1180.1pp | -7.84%+1760.0pp |
| Employer contribution / active EE | $3,608 | $3,381+6.7% | $4,814-25.1% | $2,596+39.0% |
| Participant deferral / active EE | $7,342 | $6,110+20.1% | $7,446-1.4% | $4,027+82.3% |
| Admin fee / account holder | $676 | $6,275-89.2% | $10,010-93.2% | $5,403-87.5% |