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 | $89,753-81.1% | $107,525-84.3% | $84,808-80.0% |
| Participation rate | 97.1% | 68.1%+29.0pp | 75.1%+22.0pp | 68.3%+28.7pp |
| Annual return | 58.95% | 29.48%+29.5pp | 181.32%-122.4pp | 40.90%+18.1pp |
| Employer contribution / active EE | $2,541 | $3,113-18.4% | $3,754-32.3% | $2,631-3.4% |
| Participant deferral / active EE | $2,516 | $4,056-38.0% | $5,116-50.8% | $4,212-40.3% |
| Admin fee / account holder | $416 | $7,222-94.2% | $8,919-95.3% | $7,344-94.3% |