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 | $10,119 | $149,734-93.2% | $118,925-91.5% | $158,922-93.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 21.20% | 19.95%+1.2pp | 35.88%-14.7pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,686 | $4,115-59.0% | $3,263-48.3% | $4,761-64.6% |
| Participant deferral / active EE | $1,686 | $5,223-67.7% | $4,265-60.5% | $5,982-71.8% |
| Admin fee / account holder | $608 | $8,603-92.9% | $6,581-90.8% | $11,246-94.6% |