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 | $13,517 | $91,190-85.2% | $178,490-92.4% | $79,858-83.1% |
| Participation rate | 78.2% | 69.2%+9.0pp | 81.9%-3.7pp | 69.6%+8.6pp |
| Annual return | 45.23% | 24.19%+21.0pp | 151.07%-105.8pp | 31.71%+13.5pp |
| Employer contribution / active EE | $1,236 | $3,256-62.0% | $5,011-75.3% | $2,471-50.0% |
| Participant deferral / active EE | $3,064 | $3,236-5.3% | $5,202-41.1% | $3,740-18.1% |
| Admin fee / account holder | $370 | $6,751-94.5% | $13,984-97.4% | $5,306-93.0% |