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 | $19,885 | $165,335-88.0% | $149,696-86.7% | $158,922-87.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 33.98% | 348.15%-314.2pp | 276.60%-242.6pp | 302.83%-268.8pp |
| Employer contribution / active EE | $3,858 | $5,103-24.4% | $4,644-16.9% | $4,761-19.0% |
| Participant deferral / active EE | $6,151 | $7,181-14.3% | $6,842-10.1% | $5,982+2.8% |
| Admin fee / account holder | $1,577 | $10,807-85.4% | $9,309-83.1% | $11,246-86.0% |