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 | $14,759 | $78,672-81.2% | $109,143-86.5% | $85,850-82.8% |
| Participation rate | 97.0% | 68.3%+28.7pp | 75.9%+21.1pp | 69.3%+27.7pp |
| Annual return | 14.29% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,654 | $2,735-2.9% | $3,722-28.7% | $2,565+3.5% |
| Participant deferral / active EE | $1,905 | $3,467-45.1% | $4,653-59.1% | $3,952-51.8% |
| Admin fee / account holder | $1,080 | $5,469-80.2% | $6,752-84.0% | $6,260-82.7% |