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 | $10,795 | $104,907-89.7% | $84,611-87.2% | $152,861-92.9% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.4%+6.4pp |
| Annual return | 24.63% | 373.79%-349.2pp | 258.74%-234.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,223 | $3,302-63.0% | $2,652-53.9% | $4,762-74.3% |
| Participant deferral / active EE | $1,634 | $4,688-65.2% | $3,899-58.1% | $5,850-72.1% |
| Admin fee / account holder | $814 | $6,241-87.0% | $4,912-83.4% | $11,596-93.0% |