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 | $24,185 | $86,286-72.0% | $111,297-78.3% | $85,850-71.8% |
| Participation rate | 71.0% | 73.3%-2.3pp | 77.3%-6.3pp | 69.3%+1.7pp |
| Annual return | 19.35% | 19.99%-0.6pp | 54.65%-35.3pp | 318.53%-299.2pp |
| Employer contribution / active EE | $2,454 | $2,043+20.1% | $2,731-10.2% | $2,565-4.3% |
| Participant deferral / active EE | $4,403 | $3,641+21.0% | $4,487-1.9% | $3,952+11.4% |
| Admin fee / account holder | $1,056 | $8,188-87.1% | $7,964-86.7% | $6,260-83.1% |