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 | $21,320 | $100,041-78.7% | $149,718-85.8% | $70,131-69.6% |
| Participation rate | 95.0% | 83.6%+11.4pp | 87.1%+7.9pp | 69.5%+25.5pp |
| Annual return | 17.46% | 27.43%-10.0pp | 1501.63%-1484.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,570 | $3,662-57.1% | $5,445-71.2% | $2,342-33.0% |
| Participant deferral / active EE | $2,422 | $4,983-51.4% | $6,569-63.1% | $3,332-27.3% |
| Admin fee / account holder | $3,524 | $8,286-57.5% | $11,283-68.8% | $4,645-24.1% |