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 | $38,736 | $137,414-71.8% | $189,513-79.6% | $85,850-54.9% |
| Participation rate | 89.5% | 84.6%+4.9pp | 87.8%+1.7pp | 69.3%+20.2pp |
| Annual return | 16.42% | 38.14%-21.7pp | 555.15%-538.7pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,707 | $4,344-37.7% | $6,162-56.1% | $2,565+5.5% |
| Participant deferral / active EE | $3,322 | $6,260-46.9% | $8,221-59.6% | $3,952-15.9% |
| Admin fee / account holder | $4,481 | $8,630-48.1% | $12,045-62.8% | $6,260-28.4% |