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 | $22,592 | $98,750-77.1% | $149,696-84.9% | $79,858-71.7% |
| Participation rate | 76.9% | 75.8%+1.2pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 29.33% | 27.43%+1.9pp | 276.60%-247.3pp | 31.71%-2.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,928 | $5,680+57.2% | $6,842+30.5% | $3,740+138.7% |
| Admin fee / account holder | $823 | $6,053-86.4% | $9,309-91.2% | $5,306-84.5% |