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 | $27,252 | $209,411-87.0% | $178,490-84.7% | $158,922-82.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.80% | 188.75%-170.0pp | 151.07%-132.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,193 | $5,706-79.1% | $5,011-76.2% | $4,761-75.0% |
| Participant deferral / active EE | $4,778 | $5,954-19.8% | $5,202-8.1% | $5,982-20.1% |
| Admin fee / account holder | $1,982 | $17,074-88.4% | $13,984-85.8% | $11,246-82.4% |