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 | $12,689 | $105,859-88.0% | $90,160-85.9% | $147,584-91.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 63.05% | 37.63%+25.4pp | 34.88%+28.2pp | 578.55%-515.5pp |
| Employer contribution / active EE | $4,205 | $4,126+1.9% | $3,318+26.7% | $4,876-13.8% |
| Participant deferral / active EE | $6,846 | $5,733+19.4% | $5,288+29.5% | $5,439+25.9% |
| Admin fee / account holder | $666 | $8,046-91.7% | $5,943-88.8% | $10,885-93.9% |