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 | $10,425 | $202,432-94.9% | $169,368-93.8% | $139,434-92.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.70% | 531.74%-517.0pp | 405.60%-390.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,003 | $4,692-78.6% | $4,013-75.0% | $4,751-78.9% |
| Participant deferral / active EE | $1,686 | $6,938-75.7% | $6,221-72.9% | $6,710-74.9% |
| Admin fee / account holder | $1,770 | $10,708-83.5% | $9,003-80.3% | $11,403-84.5% |