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 | $15,490 | $98,750-84.3% | $149,696-89.7% | $79,858-80.6% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 25.88% | 27.43%-1.5pp | 276.60%-250.7pp | 31.71%-5.8pp |
| Employer contribution / active EE | $2,231 | $3,216-30.6% | $4,644-52.0% | $2,471-9.7% |
| Participant deferral / active EE | $6,154 | $5,680+8.3% | $6,842-10.1% | $3,740+64.5% |
| Admin fee / account holder | $3,157 | $6,053-47.8% | $9,309-66.1% | $5,306-40.5% |