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 | $12,721 | $63,346-79.9% | $92,233-86.2% | $70,131-81.9% |
| Participation rate | 70.0% | 68.7%+1.3pp | 76.5%-6.5pp | 69.5%+0.5pp |
| Annual return | 21.16% | 530.12%-509.0pp | 176.28%-155.1pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,231 | $2,471-50.2% | $3,679-66.5% | $2,342-47.4% |
| Participant deferral / active EE | $1,887 | $2,854-33.9% | $3,897-51.6% | $3,332-43.4% |
| Admin fee / account holder | $1,038 | $3,840-73.0% | $5,194-80.0% | $4,645-77.6% |