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 | $15,429 | $100,041-84.6% | $149,718-89.7% | $70,131-78.0% |
| Participation rate | 70.4% | 83.6%-13.2pp | 87.1%-16.7pp | 69.5%+0.8pp |
| Annual return | 21.91% | 27.43%-5.5pp | 1501.63%-1479.7pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,740 | $3,662-52.5% | $5,445-68.0% | $2,342-25.7% |
| Participant deferral / active EE | $4,902 | $4,983-1.6% | $6,569-25.4% | $3,332+47.1% |
| Admin fee / account holder | $1,099 | $8,286-86.7% | $11,283-90.3% | $4,645-76.3% |