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 | $8,858 | $98,750-91.0% | $149,696-94.1% | $79,858-88.9% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.2pp |
| Annual return | 59.59% | 27.43%+32.2pp | 276.60%-217.0pp | 31.71%+27.9pp |
| Employer contribution / active EE | $1,799 | $3,216-44.1% | $4,644-61.3% | $2,471-27.2% |
| Participant deferral / active EE | $3,098 | $5,680-45.5% | $6,842-54.7% | $3,740-17.2% |
| Admin fee / account holder | $1,254 | $6,053-79.3% | $9,309-86.5% | $5,306-76.4% |