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 9-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 | $15,434 | $152,587-89.9% | $125,175-87.7% | $152,861-89.9% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 41.98% | 54.84%-12.9pp | 43.79%-1.8pp | 345.32%-303.3pp |
| Employer contribution / active EE | $957 | $4,946-80.7% | $3,865-75.3% | $4,762-79.9% |
| Participant deferral / active EE | $8,170 | $5,868+39.2% | $4,937+65.5% | $5,850+39.7% |
| Admin fee / account holder | $763 | $13,434-94.3% | $9,702-92.1% | $11,596-93.4% |