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 | $8,865 | $202,432-95.6% | $169,368-94.8% | $139,434-93.6% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 18.39% | 531.74%-513.3pp | 405.60%-387.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,199 | $4,692-74.4% | $4,013-70.1% | $4,751-74.8% |
| Participant deferral / active EE | $2,135 | $6,938-69.2% | $6,221-65.7% | $6,710-68.2% |
| Admin fee / account holder | $1,877 | $10,708-82.5% | $9,003-79.1% | $11,403-83.5% |