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 | $15,671 | $197,591-92.1% | $177,821-91.2% | $158,922-90.1% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.7%-5.1pp | 82.0%+0.7pp |
| Annual return | 259.39% | 58.76%+200.6pp | 48.32%+211.1pp | 302.83%-43.4pp |
| Employer contribution / active EE | $3,255 | $6,697-51.4% | $5,918-45.0% | $4,761-31.6% |
| Participant deferral / active EE | $8,569 | $8,405+2.0% | $7,714+11.1% | $5,982+43.2% |
| Admin fee / account holder | $810 | $15,399-94.7% | $12,427-93.5% | $11,246-92.8% |