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 | $20,886 | $79,171-73.6% | $102,423-79.6% | $74,495-72.0% |
| Participation rate | 76.2% | 74.8%+1.4pp | 76.5%-0.3pp | 67.2%+9.0pp |
| Annual return | 28.68% | 54.93%-26.3pp | 29.32%-0.6pp | 1364.94%-1336.3pp |
| Employer contribution / active EE | $2,314 | $2,362-2.1% | $3,023-23.5% | $2,623-11.8% |
| Participant deferral / active EE | $3,753 | $4,415-15.0% | $5,053-25.7% | $4,346-13.6% |
| Admin fee / account holder | $5,618 | $2,001+180.8% | $9,451-40.6% | $1,942+189.3% |