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 | $6,133 | $81,632-92.5% | $70,449-91.3% | $158,922-96.1% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 51.44% | 208.40%-157.0pp | 109.03%-57.6pp | 302.83%-251.4pp |
| Employer contribution / active EE | $1,131 | $3,217-64.9% | $2,737-58.7% | $4,761-76.3% |
| Participant deferral / active EE | $1,599 | $4,554-64.9% | $3,709-56.9% | $5,982-73.3% |
| Admin fee / account holder | $705 | $6,193-88.6% | $3,845-81.7% | $11,246-93.7% |