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 | $9,167 | $157,256-94.2% | $141,162-93.5% | $152,861-94.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 43.88% | 64.32%-20.4pp | 71.39%-27.5pp | 345.32%-301.4pp |
| Employer contribution / active EE | $2,030 | $5,261-61.4% | $4,735-57.1% | $4,762-57.4% |
| Participant deferral / active EE | $4,813 | $7,109-32.3% | $6,709-28.3% | $5,850-17.7% |
| Admin fee / account holder | $662 | $12,120-94.5% | $10,261-93.5% | $11,596-94.3% |