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 | $8,553 | $102,966-91.7% | $90,281-90.5% | $152,861-94.4% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 26.35% | 95.16%-68.8pp | 78.10%-51.7pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,006 | $3,139-36.1% | $2,854-29.7% | $4,762-57.9% |
| Participant deferral / active EE | $2,513 | $4,281-41.3% | $3,885-35.3% | $5,850-57.0% |
| Admin fee / account holder | $447 | $6,171-92.8% | $5,351-91.7% | $11,596-96.1% |