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 8-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 | $11,840 | $102,317-88.4% | $146,958-91.9% | $80,856-85.4% |
| Participation rate | 91.1% | 75.8%+15.2pp | 82.2%+8.9pp | 67.6%+23.4pp |
| Annual return | 13.42% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,887 | $3,713+4.7% | $4,933-21.2% | $2,755+41.1% |
| Participant deferral / active EE | $5,934 | $6,644-10.7% | $8,070-26.5% | $4,296+38.1% |
| Admin fee / account holder | $4,606 | $7,941-42.0% | $12,998-64.6% | $6,918-33.4% |