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 | $21,508 | $142,405-84.9% | $115,157-81.3% | $152,861-85.9% |
| Participation rate | 92.9% | 82.4%+10.5pp | 75.9%+17.0pp | 82.4%+10.4pp |
| Annual return | 28.51% | 41.48%-13.0pp | 35.60%-7.1pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,935 | $4,010-26.8% | $3,179-7.7% | $4,762-38.4% |
| Participant deferral / active EE | $7,055 | $5,164+36.6% | $4,168+69.3% | $5,850+20.6% |
| Admin fee / account holder | $745 | $8,462-91.2% | $7,088-89.5% | $11,596-93.6% |