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 | $16,753 | $165,335-89.9% | $149,696-88.8% | $158,922-89.5% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 200.99% | 348.15%-147.2pp | 276.60%-75.6pp | 302.83%-101.8pp |
| Employer contribution / active EE | $3,080 | $5,103-39.6% | $4,644-33.7% | $4,761-35.3% |
| Participant deferral / active EE | $3,253 | $7,181-54.7% | $6,842-52.5% | $5,982-45.6% |
| Admin fee / account holder | $5,094 | $10,807-52.9% | $9,309-45.3% | $11,246-54.7% |