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 | $16,237 | $157,256-89.7% | $141,162-88.5% | $152,861-89.4% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.4%+3.9pp |
| Annual return | 57.85% | 64.32%-6.5pp | 71.39%-13.5pp | 345.32%-287.5pp |
| Employer contribution / active EE | $2,233 | $5,261-57.6% | $4,735-52.8% | $4,762-53.1% |
| Participant deferral / active EE | $6,756 | $7,109-5.0% | $6,709+0.7% | $5,850+15.5% |
| Admin fee / account holder | $550 | $12,120-95.5% | $10,261-94.6% | $11,596-95.3% |