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 | $11,579 | $91,190-87.3% | $178,490-93.5% | $79,858-85.5% |
| Participation rate | 91.9% | 69.2%+22.7pp | 81.9%+10.0pp | 69.6%+22.3pp |
| Annual return | 21.68% | 24.19%-2.5pp | 151.07%-129.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,469 | $3,256-54.9% | $5,011-70.7% | $2,471-40.6% |
| Participant deferral / active EE | $4,435 | $3,236+37.1% | $5,202-14.7% | $3,740+18.6% |
| Admin fee / account holder | $838 | $6,751-87.6% | $13,984-94.0% | $5,306-84.2% |