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 | $13,298 | $202,432-93.4% | $169,368-92.1% | $139,434-90.5% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 20.89% | 531.74%-510.9pp | 405.60%-384.7pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,265 | $4,692-73.0% | $4,013-68.5% | $4,751-73.4% |
| Participant deferral / active EE | $2,778 | $6,938-60.0% | $6,221-55.3% | $6,710-58.6% |
| Admin fee / account holder | $757 | $10,708-92.9% | $9,003-91.6% | $11,403-93.4% |