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 | $34,839 | $138,347-74.8% | $184,203-81.1% | $80,856-56.9% |
| Participation rate | 73.2% | 83.9%-10.7pp | 86.8%-13.6pp | 67.6%+5.5pp |
| Annual return | 61.10% | 20.02%+41.1pp | 28.81%+32.3pp | 35.59%+25.5pp |
| Employer contribution / active EE | $2,285 | $4,850-52.9% | $6,427-64.4% | $2,755-17.1% |
| Participant deferral / active EE | $4,321 | $7,071-38.9% | $9,131-52.7% | $4,296+0.6% |
| Admin fee / account holder | $1,796 | $10,483-82.9% | $13,901-87.1% | $6,918-74.0% |