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 | $26,130 | $197,591-86.8% | $177,821-85.3% | $158,922-83.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.06% | 58.76%-38.7pp | 48.32%-28.3pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,876 | $6,697-72.0% | $5,918-68.3% | $4,761-60.6% |
| Participant deferral / active EE | $8,964 | $8,405+6.7% | $7,714+16.2% | $5,982+49.8% |
| Admin fee / account holder | $3,126 | $15,399-79.7% | $12,427-74.8% | $11,246-72.2% |