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 | $16,652 | $109,359-84.8% | $162,163-89.7% | $72,985-77.2% |
| Participation rate | 77.1% | 84.3%-7.1pp | 87.6%-10.4pp | 69.5%+7.7pp |
| Annual return | 30.61% | 25.46%+5.2pp | 115.59%-85.0pp | 81.00%-50.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,572 | $5,481+74.6% | $7,298+31.2% | $3,607+165.3% |
| Admin fee / account holder | $3,823 | $7,972-52.0% | $10,843-64.7% | $5,124-25.4% |