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 | $34,032 | $197,591-82.8% | $177,821-80.9% | $158,922-78.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 42.24% | 58.76%-16.5pp | 48.32%-6.1pp | 302.83%-260.6pp |
| Employer contribution / active EE | $2,106 | $6,697-68.6% | $5,918-64.4% | $4,761-55.8% |
| Participant deferral / active EE | $4,951 | $8,405-41.1% | $7,714-35.8% | $5,982-17.2% |
| Admin fee / account holder | $1,154 | $15,399-92.5% | $12,427-90.7% | $11,246-89.7% |