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 | $16,925 | $88,672-80.9% | $105,223-83.9% | $82,448-79.5% |
| Participation rate | 97.1% | 67.9%+29.1pp | 75.0%+22.0pp | 68.1%+29.0pp |
| Annual return | 58.95% | 30.86%+28.1pp | 180.65%-121.7pp | 41.64%+17.3pp |
| Employer contribution / active EE | $2,541 | $3,048-16.6% | $3,689-31.1% | $2,551-0.4% |
| Participant deferral / active EE | $2,516 | $4,036-37.7% | $5,072-50.4% | $4,139-39.2% |
| Admin fee / account holder | $416 | $7,146-94.2% | $8,859-95.3% | $7,234-94.2% |