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 | $9,714 | $118,680-91.8% | $98,907-90.2% | $158,922-93.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 43.18% | 372.35%-329.2pp | 196.43%-153.3pp | 302.83%-259.6pp |
| Employer contribution / active EE | $3,041 | $3,333-8.8% | $2,689+13.1% | $4,761-36.1% |
| Participant deferral / active EE | $6,739 | $5,088+32.4% | $4,244+58.8% | $5,982+12.6% |
| Admin fee / account holder | $1,017 | $10,131-90.0% | $6,642-84.7% | $11,246-91.0% |