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 | $19,980 | $102,317-80.5% | $146,958-86.4% | $80,856-75.3% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.2%+9.1pp | 67.6%+23.7pp |
| Annual return | 26.56% | 134.76%-108.2pp | 418.34%-391.8pp | 35.59%-9.0pp |
| Employer contribution / active EE | $1,262 | $3,713-66.0% | $4,933-74.4% | $2,755-54.2% |
| Participant deferral / active EE | $4,010 | $6,644-39.6% | $8,070-50.3% | $4,296-6.6% |
| Admin fee / account holder | $1,665 | $7,941-79.0% | $12,998-87.2% | $6,918-75.9% |