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 | $25,211 | $183,963-86.3% | $162,163-84.5% | $152,861-83.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 16.58% | 150.76%-134.2pp | 115.59%-99.0pp | 345.32%-328.7pp |
| Employer contribution / active EE | $4,542 | $6,371-28.7% | $5,614-19.1% | $4,762-4.6% |
| Participant deferral / active EE | $10,143 | $8,034+26.3% | $7,298+39.0% | $5,850+73.4% |
| Admin fee / account holder | $11,144 | $13,121-15.1% | $10,843+2.8% | $11,596-3.9% |