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 | $19,153 | $98,750-80.6% | $149,696-87.2% | $79,858-76.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 2277.18% | 27.43%+2249.8pp | 276.60%+2000.6pp | 31.71%+2245.5pp |
| Employer contribution / active EE | $3,498 | $3,216+8.8% | $4,644-24.7% | $2,471+41.6% |
| Participant deferral / active EE | $5,367 | $5,680-5.5% | $6,842-21.5% | $3,740+43.5% |
| Admin fee / account holder | $1,815 | $6,053-70.0% | $9,309-80.5% | $5,306-65.8% |