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 7-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 | $10,034 | $165,335-93.9% | $149,696-93.3% | $158,922-93.7% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 48.31% | 348.15%-299.8pp | 276.60%-228.3pp | 302.83%-254.5pp |
| Employer contribution / active EE | $2,269 | $5,103-55.5% | $4,644-51.2% | $4,761-52.4% |
| Participant deferral / active EE | $2,987 | $7,181-58.4% | $6,842-56.3% | $5,982-50.1% |
| Admin fee / account holder | $540 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |