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 7-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 | $9,266 | $59,417-84.4% | $93,606-90.1% | $74,495-87.6% |
| Participation rate | 88.1% | 59.7%+28.5pp | 68.7%+19.4pp | 67.2%+20.9pp |
| Annual return | 22.63% | 81.83%-59.2pp | 133.20%-110.6pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $2,504 | $1,264+98.2% | $2,420+3.5% | $2,623-4.5% |
| Participant deferral / active EE | $2,033 | $3,050-33.4% | $4,411-53.9% | $4,346-53.2% |
| Admin fee / account holder | $413 | $3,021-86.3% | $8,285-95.0% | $1,942-78.7% |