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 | $16,364 | $165,984-90.1% | $164,813-90.1% | $145,922-88.8% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+15.0pp |
| Annual return | 10.44% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,181 | $5,273-77.6% | $4,341-72.8% | $4,660-74.7% |
| Participant deferral / active EE | $2,043 | $6,959-70.6% | $6,031-66.1% | $6,688-69.5% |
| Admin fee / account holder | $495 | $16,648-97.0% | $12,690-96.1% | $13,397-96.3% |