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 | $13,510 | $115,770-88.3% | $101,248-86.7% | $158,922-91.5% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 69.60% | 56.14%+13.5pp | 46.47%+23.1pp | 302.83%-233.2pp |
| Employer contribution / active EE | $2,252 | $4,175-46.1% | $3,660-38.5% | $4,761-52.7% |
| Participant deferral / active EE | $2,759 | $4,957-44.4% | $4,370-36.9% | $5,982-53.9% |
| Admin fee / account holder | $466 | $7,245-93.6% | $5,945-92.2% | $11,246-95.9% |