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 | $20,028 | $103,376-80.6% | $87,100-77.0% | $152,861-86.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 41.79% | 28.10%+13.7pp | 28.19%+13.6pp | 345.32%-303.5pp |
| Employer contribution / active EE | $2,761 | $3,220-14.3% | $2,521+9.5% | $4,762-42.0% |
| Participant deferral / active EE | $4,385 | $4,778-8.2% | $4,049+8.3% | $5,850-25.0% |
| Admin fee / account holder | $1,659 | $12,205-86.4% | $7,497-77.9% | $11,596-85.7% |