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 | $14,380 | $70,669-79.7% | $169,368-91.5% | $75,163-80.9% |
| Participation rate | 93.0% | 64.8%+28.2pp | 77.1%+15.9pp | 67.2%+25.8pp |
| Annual return | 18.17% | 36.36%-18.2pp | 405.60%-387.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,570 | $2,211-29.0% | $4,013-60.9% | $2,670-41.2% |
| Participant deferral / active EE | $3,405 | $4,311-21.0% | $6,221-45.3% | $4,125-17.4% |
| Admin fee / account holder | $2,474 | $5,402-54.2% | $9,003-72.5% | $5,651-56.2% |