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 8-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 | $24,216 | $198,466-87.8% | $170,442-85.8% | $147,584-83.6% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 66.51% | 257.29%-190.8pp | 205.93%-139.4pp | 578.55%-512.0pp |
| Employer contribution / active EE | $3,540 | $6,184-42.7% | $5,433-34.8% | $4,876-27.4% |
| Participant deferral / active EE | $3,419 | $5,629-39.3% | $4,939-30.8% | $5,439-37.1% |
| Admin fee / account holder | $389 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |