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 | $11,612 | $96,484-88.0% | $75,886-84.7% | $152,861-92.4% |
| Participation rate | 91.7% | 76.2%+15.5pp | 69.3%+22.4pp | 82.4%+9.2pp |
| Annual return | 14.75% | 33.98%-19.2pp | 30.76%-16.0pp | 345.32%-330.6pp |
| Employer contribution / active EE | $2,018 | $3,309-39.0% | $2,500-19.3% | $4,762-57.6% |
| Participant deferral / active EE | $7,707 | $4,553+69.3% | $3,603+113.9% | $5,850+31.7% |
| Admin fee / account holder | $428 | $8,078-94.7% | $5,418-92.1% | $11,596-96.3% |