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 | $24,207 | $102,317-76.3% | $146,958-83.5% | $80,856-70.1% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 19.38% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,888 | $3,713-49.2% | $4,933-61.7% | $2,755-31.5% |
| Participant deferral / active EE | $4,281 | $6,644-35.6% | $8,070-46.9% | $4,296-0.3% |
| Admin fee / account holder | $6,809 | $7,941-14.3% | $12,998-47.6% | $6,918-1.6% |