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 | $15,551 | $115,770-86.6% | $101,248-84.6% | $158,922-90.2% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 70.81% | 56.14%+14.7pp | 46.47%+24.3pp | 302.83%-232.0pp |
| Employer contribution / active EE | $2,955 | $4,175-29.2% | $3,660-19.3% | $4,761-37.9% |
| Participant deferral / active EE | $4,664 | $4,957-5.9% | $4,370+6.7% | $5,982-22.0% |
| Admin fee / account holder | $1,353 | $7,245-81.3% | $5,945-77.3% | $11,246-88.0% |