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 7-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 | $15,290 | $70,475-78.3% | $100,516-84.8% | $79,858-80.9% |
| Participation rate | 89.5% | 73.7%+15.8pp | 79.4%+10.1pp | 69.6%+19.8pp |
| Annual return | 48.26% | 21.90%+26.4pp | 30.89%+17.4pp | 31.71%+16.5pp |
| Employer contribution / active EE | $3,874 | $2,165+79.0% | $3,418+13.4% | $2,471+56.8% |
| Participant deferral / active EE | $7,175 | $5,181+38.5% | $6,270+14.4% | $3,740+91.9% |
| Admin fee / account holder | $2,086 | $4,478-53.4% | $8,081-74.2% | $5,306-60.7% |