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 9-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 | $20,368 | $70,428-71.1% | $96,562-78.9% | $85,850-76.3% |
| Participation rate | 91.3% | 61.8%+29.5pp | 69.8%+21.5pp | 69.3%+22.0pp |
| Annual return | 34.58% | 18.59%+16.0pp | 37.78%-3.2pp | 318.53%-283.9pp |
| Employer contribution / active EE | $1,373 | $1,413-2.8% | $2,356-41.7% | $2,565-46.5% |
| Participant deferral / active EE | $2,652 | $2,894-8.4% | $3,849-31.1% | $3,952-32.9% |
| Admin fee / account holder | $1,044 | $4,997-79.1% | $6,181-83.1% | $6,260-83.3% |