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 | $17,151 | $83,477-79.5% | $125,175-86.3% | $72,985-76.5% |
| Participation rate | 79.4% | 73.3%+6.1pp | 79.8%-0.4pp | 69.5%+9.9pp |
| Annual return | 351.23% | 25.78%+325.5pp | 43.79%+307.4pp | 81.00%+270.2pp |
| Employer contribution / active EE | $1,324 | $2,345-43.5% | $3,865-65.7% | $2,440-45.7% |
| Participant deferral / active EE | $4,041 | $3,585+12.7% | $4,937-18.1% | $3,607+12.0% |
| Admin fee / account holder | $9,273 | $5,517+68.1% | $9,702-4.4% | $5,124+81.0% |