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 | $12,214 | $148,534-91.8% | $135,903-91.0% | $139,434-91.2% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 20.66% | 79.19%-58.5pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,199 | $5,243-58.1% | $4,856-54.7% | $4,751-53.7% |
| Participant deferral / active EE | $4,206 | $8,100-48.1% | $7,758-45.8% | $6,710-37.3% |
| Admin fee / account holder | $983 | $12,400-92.1% | $10,762-90.9% | $11,403-91.4% |