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 | $16,466 | $91,552-82.0% | $133,956-87.7% | $79,858-79.4% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.7pp |
| Annual return | 17.69% | 61.85%-44.2pp | 45.09%-27.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $5,628 | $2,384+136.1% | $3,919+43.6% | $2,471+127.8% |
| Participant deferral / active EE | $1,748 | $3,733-53.2% | $5,048-65.4% | $3,740-53.3% |
| Admin fee / account holder | $1,373 | $6,321-78.3% | $8,927-84.6% | $5,306-74.1% |