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 | $10,920 | $115,770-90.6% | $101,248-89.2% | $158,922-93.1% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 18.04% | 56.14%-38.1pp | 46.47%-28.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,085 | $4,175-50.1% | $3,660-43.0% | $4,761-56.2% |
| Participant deferral / active EE | $4,874 | $4,957-1.7% | $4,370+11.5% | $5,982-18.5% |
| Admin fee / account holder | $1,204 | $7,245-83.4% | $5,945-79.8% | $11,246-89.3% |