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 | $15,626 | $112,881-86.2% | $90,951-82.8% | $158,922-90.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 28.89% | 215.79%-186.9pp | 134.60%-105.7pp | 302.83%-273.9pp |
| Employer contribution / active EE | $1,406 | $2,893-51.4% | $2,122-33.7% | $4,761-70.5% |
| Participant deferral / active EE | $1,406 | $4,128-65.9% | $3,373-58.3% | $5,982-76.5% |
| Admin fee / account holder | $542 | $8,041-93.3% | $5,959-90.9% | $11,246-95.2% |