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 | $7,905 | $121,625-93.5% | $104,607-92.4% | $158,922-95.0% |
| Participation rate | 82.4% | 77.5%+4.8pp | 74.1%+8.3pp | 82.0%+0.4pp |
| Annual return | 46.54% | 465.26%-418.7pp | 340.46%-293.9pp | 302.83%-256.3pp |
| Employer contribution / active EE | $1,630 | $3,163-48.5% | $2,681-39.2% | $4,761-65.8% |
| Participant deferral / active EE | $3,583 | $4,177-14.2% | $3,740-4.2% | $5,982-40.1% |
| Admin fee / account holder | $422 | $7,787-94.6% | $6,473-93.5% | $11,246-96.3% |