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 | $12,217 | $115,770-89.4% | $101,248-87.9% | $158,922-92.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 26.29% | 56.14%-29.9pp | 46.47%-20.2pp | 302.83%-276.5pp |
| Employer contribution / active EE | $1,515 | $4,175-63.7% | $3,660-58.6% | $4,761-68.2% |
| Participant deferral / active EE | $3,409 | $4,957-31.2% | $4,370-22.0% | $5,982-43.0% |
| Admin fee / account holder | $1,338 | $7,245-81.5% | $5,945-77.5% | $11,246-88.1% |