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 | $19,703 | $165,335-88.1% | $149,696-86.8% | $158,922-87.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 92.53% | 348.15%-255.6pp | 276.60%-184.1pp | 302.83%-210.3pp |
| Employer contribution / active EE | $3,807 | $5,103-25.4% | $4,644-18.0% | $4,761-20.0% |
| Participant deferral / active EE | $6,513 | $7,181-9.3% | $6,842-4.8% | $5,982+8.9% |
| Admin fee / account holder | $1,082 | $10,807-90.0% | $9,309-88.4% | $11,246-90.4% |