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 | $12,058 | $91,190-86.8% | $178,490-93.2% | $79,858-84.9% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 16.83% | 24.19%-7.4pp | 151.07%-134.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $712 | $3,256-78.1% | $5,011-85.8% | $2,471-71.2% |
| Participant deferral / active EE | $996 | $3,236-69.2% | $5,202-80.8% | $3,740-73.4% |
| Admin fee / account holder | $1,287 | $6,751-80.9% | $13,984-90.8% | $5,306-75.8% |