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 | $14,706 | $103,376-85.8% | $87,100-83.1% | $152,861-90.4% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 43.30% | 28.10%+15.2pp | 28.19%+15.1pp | 345.32%-302.0pp |
| Employer contribution / active EE | $2,363 | $3,220-26.6% | $2,521-6.3% | $4,762-50.4% |
| Participant deferral / active EE | $4,889 | $4,778+2.3% | $4,049+20.8% | $5,850-16.4% |
| Admin fee / account holder | $620 | $12,205-94.9% | $7,497-91.7% | $11,596-94.7% |