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 | $12,514 | $155,788-92.0% | $124,672-90.0% | $167,490-92.5% |
| Participation rate | 91.7% | 81.1%+10.6pp | 74.6%+17.1pp | 82.1%+9.6pp |
| Annual return | 14.40% | 17.97%-3.6pp | 5142.93%-5128.5pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,638 | $4,163-60.7% | $3,324-50.7% | $4,837-66.1% |
| Participant deferral / active EE | $2,643 | $5,673-53.4% | $4,614-42.7% | $6,341-58.3% |
| Admin fee / account holder | $2,476 | $9,531-74.0% | $7,493-67.0% | $12,309-79.9% |