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 | $27,146 | $81,208-66.6% | $98,907-72.6% | $79,858-66.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 24.60% | 60.99%-36.4pp | 196.43%-171.8pp | 31.71%-7.1pp |
| Employer contribution / active EE | $3,865 | $1,960+97.2% | $2,689+43.7% | $2,471+56.4% |
| Participant deferral / active EE | $5,367 | $3,265+64.4% | $4,244+26.4% | $3,740+43.5% |
| Admin fee / account holder | $1,596 | $6,013-73.5% | $6,642-76.0% | $5,306-69.9% |