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 | $13,062 | $115,770-88.7% | $101,248-87.1% | $158,922-91.8% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.7pp |
| Annual return | 37.25% | 56.14%-18.9pp | 46.47%-9.2pp | 302.83%-265.6pp |
| Employer contribution / active EE | $1,900 | $4,175-54.5% | $3,660-48.1% | $4,761-60.1% |
| Participant deferral / active EE | $2,942 | $4,957-40.7% | $4,370-32.7% | $5,982-50.8% |
| Admin fee / account holder | $450 | $7,245-93.8% | $5,945-92.4% | $11,246-96.0% |