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 | $15,975 | $176,056-90.9% | $159,436-90.0% | $167,490-90.5% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 20.05% | 331.75%-311.7pp | 263.57%-243.5pp | 478.56%-458.5pp |
| Employer contribution / active EE | $3,002 | $5,297-43.3% | $4,829-37.8% | $4,837-37.9% |
| Participant deferral / active EE | $6,251 | $7,750-19.3% | $7,352-15.0% | $6,341-1.4% |
| Admin fee / account holder | $2,820 | $12,554-77.5% | $10,799-73.9% | $12,309-77.1% |