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 | $18,823 | $98,750-80.9% | $149,696-87.4% | $79,858-76.4% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 24.93% | 27.43%-2.5pp | 276.60%-251.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $2,097 | $3,216-34.8% | $4,644-54.8% | $2,471-15.1% |
| Participant deferral / active EE | $5,431 | $5,680-4.4% | $6,842-20.6% | $3,740+45.2% |
| Admin fee / account holder | $1,259 | $6,053-79.2% | $9,309-86.5% | $5,306-76.3% |