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 | $10,733 | $115,770-90.7% | $101,248-89.4% | $158,922-93.2% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.7pp |
| Annual return | 37.26% | 56.14%-18.9pp | 46.47%-9.2pp | 302.83%-265.6pp |
| Employer contribution / active EE | $2,298 | $4,175-45.0% | $3,660-37.2% | $4,761-51.7% |
| Participant deferral / active EE | $2,910 | $4,957-41.3% | $4,370-33.4% | $5,982-51.3% |
| Admin fee / account holder | $630 | $7,245-91.3% | $5,945-89.4% | $11,246-94.4% |