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 | $20,775 | $157,256-86.8% | $141,162-85.3% | $152,861-86.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 31.13% | 64.32%-33.2pp | 71.39%-40.3pp | 345.32%-314.2pp |
| Employer contribution / active EE | $3,552 | $5,261-32.5% | $4,735-25.0% | $4,762-25.4% |
| Participant deferral / active EE | $7,050 | $7,109-0.8% | $6,709+5.1% | $5,850+20.5% |
| Admin fee / account holder | $1,667 | $12,120-86.2% | $10,261-83.8% | $11,596-85.6% |