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 | $17,182 | $112,096-84.7% | $95,952-82.1% | $158,922-89.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 53.19% | 171.09%-117.9pp | 91.61%-38.4pp | 302.83%-249.6pp |
| Employer contribution / active EE | $1,283 | $3,198-59.9% | $2,541-49.5% | $4,761-73.1% |
| Participant deferral / active EE | $1,568 | $4,784-67.2% | $4,167-62.4% | $5,982-73.8% |
| Admin fee / account holder | $3,808 | $10,130-62.4% | $6,795-44.0% | $11,246-66.1% |