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 | $11,338 | $85,202-86.7% | $172,739-93.4% | $72,985-84.5% |
| Participation rate | 76.3% | 70.1%+6.3pp | 82.6%-6.3pp | 69.5%+6.9pp |
| Annual return | 47.21% | 27.32%+19.9pp | 802.84%-755.6pp | 81.00%-33.8pp |
| Employer contribution / active EE | $1,665 | $3,324-49.9% | $5,143-67.6% | $2,440-31.8% |
| Participant deferral / active EE | $2,583 | $3,260-20.8% | $5,198-50.3% | $3,607-28.4% |
| Admin fee / account holder | $848 | $5,884-85.6% | $13,954-93.9% | $5,124-83.5% |