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 6-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 | $17,345 | $93,571-81.5% | $135,903-87.2% | $75,163-76.9% |
| Participation rate | 91.8% | 75.2%+16.7pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 76.05% | 30.90%+45.1pp | 68.23%+7.8pp | 160.62%-84.6pp |
| Employer contribution / active EE | $1,434 | $3,537-59.5% | $4,856-70.5% | $2,670-46.3% |
| Participant deferral / active EE | $4,532 | $6,404-29.2% | $7,758-41.6% | $4,125+9.9% |
| Admin fee / account holder | $2,794 | $6,975-59.9% | $10,762-74.0% | $5,651-50.6% |