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 | $19,027 | $112,096-83.0% | $95,952-80.2% | $158,922-88.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 25.16% | 171.09%-145.9pp | 91.61%-66.5pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,064 | $3,198-66.7% | $2,541-58.1% | $4,761-77.7% |
| Participant deferral / active EE | $2,009 | $4,784-58.0% | $4,167-51.8% | $5,982-66.4% |
| Admin fee / account holder | $741 | $10,130-92.7% | $6,795-89.1% | $11,246-93.4% |