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 8-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 | $19,765 | $83,369-76.3% | $105,223-81.2% | $67,986-70.9% |
| Participation rate | 90.7% | 56.3%+34.4pp | 75.0%+15.7pp | 57.2%+33.5pp |
| Annual return | 35.18% | 24.64%+10.5pp | 180.65%-145.5pp | 31.67%+3.5pp |
| Employer contribution / active EE | $2,913 | $2,541+14.6% | $3,689-21.0% | $2,019+44.3% |
| Participant deferral / active EE | $5,837 | $3,295+77.2% | $5,072+15.1% | $3,358+73.8% |
| Admin fee / account holder | $2,411 | $4,073-40.8% | $8,859-72.8% | $3,203-24.7% |