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 | $32,918 | $197,591-83.3% | $177,821-81.5% | $158,922-79.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.36% | 58.76%-35.4pp | 48.32%-25.0pp | 302.83%-279.5pp |
| Employer contribution / active EE | $6,368 | $6,697-4.9% | $5,918+7.6% | $4,761+33.8% |
| Participant deferral / active EE | $13,406 | $8,405+59.5% | $7,714+73.8% | $5,982+124.1% |
| Admin fee / account holder | $1,351 | $15,399-91.2% | $12,427-89.1% | $11,246-88.0% |