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 8-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 | $14,599 | $157,256-90.7% | $141,162-89.7% | $152,861-90.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 49.31% | 64.32%-15.0pp | 71.39%-22.1pp | 345.32%-296.0pp |
| Employer contribution / active EE | $6,192 | $5,261+17.7% | $4,735+30.8% | $4,762+30.0% |
| Participant deferral / active EE | $9,983 | $7,109+40.4% | $6,709+48.8% | $5,850+70.6% |
| Admin fee / account holder | $694 | $12,120-94.3% | $10,261-93.2% | $11,596-94.0% |