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 | $9,992 | $111,724-91.1% | $93,606-89.3% | $145,922-93.2% |
| Participation rate | 73.7% | 74.2%-0.5pp | 68.7%+5.0pp | 80.3%-6.6pp |
| Annual return | 11.95% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,483 | $3,090-52.0% | $2,420-38.7% | $4,660-68.2% |
| Participant deferral / active EE | $1,966 | $4,912-60.0% | $4,411-55.4% | $6,688-70.6% |
| Admin fee / account holder | $359 | $10,250-96.5% | $8,285-95.7% | $13,397-97.3% |