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 5-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 | $7,724 | $102,604-92.5% | $86,188-91.0% | $139,434-94.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.30% | 1922.51%-1904.2pp | 1168.45%-1150.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,315 | $3,032-56.6% | $2,380-44.7% | $4,751-72.3% |
| Participant deferral / active EE | $2,211 | $4,676-52.7% | $3,985-44.5% | $6,710-67.1% |
| Admin fee / account holder | $1,098 | $8,657-87.3% | $6,852-84.0% | $11,403-90.4% |