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 | $16,342 | $59,417-72.5% | $93,606-82.5% | $74,495-78.1% |
| Participation rate | 84.1% | 59.7%+24.4pp | 68.7%+15.4pp | 67.2%+16.9pp |
| Annual return | 18.35% | 81.83%-63.5pp | 133.20%-114.9pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,468 | $1,264+16.2% | $2,420-39.3% | $2,623-44.0% |
| Participant deferral / active EE | $3,783 | $3,050+24.0% | $4,411-14.2% | $4,346-13.0% |
| Admin fee / account holder | $1,565 | $3,021-48.2% | $8,285-81.1% | $1,942-19.4% |