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 | $28,833 | $198,466-85.5% | $170,442-83.1% | $147,584-80.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 17.98% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,868 | $6,184-69.8% | $5,433-65.6% | $4,876-61.7% |
| Participant deferral / active EE | $4,550 | $5,629-19.2% | $4,939-7.9% | $5,439-16.3% |
| Admin fee / account holder | $18,163 | $16,852+7.8% | $13,880+30.9% | $10,885+66.9% |