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 | $22,014 | $98,750-77.7% | $149,696-85.3% | $79,858-72.4% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.5%-3.0pp | 69.6%+9.9pp |
| Annual return | 61.14% | 27.43%+33.7pp | 276.60%-215.5pp | 31.71%+29.4pp |
| Employer contribution / active EE | $3,178 | $3,216-1.2% | $4,644-31.6% | $2,471+28.6% |
| Participant deferral / active EE | $7,400 | $5,680+30.3% | $6,842+8.2% | $3,740+97.9% |
| Admin fee / account holder | $1,193 | $6,053-80.3% | $9,309-87.2% | $5,306-77.5% |