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 | $22,802 | $89,753-74.6% | $107,525-78.8% | $84,808-73.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 21.68% | 29.48%-7.8pp | 181.32%-159.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,080 | $3,113-33.2% | $3,754-44.6% | $2,631-21.0% |
| Participant deferral / active EE | $5,141 | $4,056+26.8% | $5,116+0.5% | $4,212+22.1% |
| Admin fee / account holder | $1,695 | $7,222-76.5% | $8,919-81.0% | $7,344-76.9% |