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 | $13,246 | $98,750-86.6% | $149,696-91.2% | $79,858-83.4% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 15.12% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,316 | $3,216-59.1% | $4,644-71.7% | $2,471-46.7% |
| Participant deferral / active EE | $3,918 | $5,680-31.0% | $6,842-42.7% | $3,740+4.8% |
| Admin fee / account holder | $1,804 | $6,053-70.2% | $9,309-80.6% | $5,306-66.0% |