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 | $14,609 | $157,256-90.7% | $141,162-89.7% | $152,861-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.37% | 64.32%-34.0pp | 71.39%-41.0pp | 345.32%-315.0pp |
| Employer contribution / active EE | $2,478 | $5,261-52.9% | $4,735-47.7% | $4,762-48.0% |
| Participant deferral / active EE | $4,283 | $7,109-39.8% | $6,709-36.2% | $5,850-26.8% |
| Admin fee / account holder | $1,926 | $12,120-84.1% | $10,261-81.2% | $11,596-83.4% |