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 | $11,269 | $105,181-89.3% | $159,436-92.9% | $85,850-86.9% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.8%+7.5pp | 69.3%+21.0pp |
| Annual return | 13.00% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,798 | $3,318-45.8% | $4,829-62.8% | $2,565-29.9% |
| Participant deferral / active EE | $4,581 | $5,945-22.9% | $7,352-37.7% | $3,952+15.9% |
| Admin fee / account holder | $2,021 | $6,933-70.8% | $10,799-81.3% | $6,260-67.7% |