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 7-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 | $18,172 | $226,064-92.0% | $182,532-90.0% | $152,861-88.1% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.0%+17.5pp | 82.4%+13.0pp |
| Annual return | 20.60% | 192.51%-171.9pp | 148.54%-127.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,770 | $4,978-44.4% | $4,076-32.0% | $4,762-41.8% |
| Participant deferral / active EE | $1,397 | $6,368-78.1% | $5,524-74.7% | $5,850-76.1% |
| Admin fee / account holder | $3,787 | $10,703-64.6% | $8,592-55.9% | $11,596-67.3% |