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 | $14,102 | $162,781-91.3% | $133,956-89.5% | $158,922-91.1% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 101.01% | 41.94%+59.1pp | 45.09%+55.9pp | 302.83%-201.8pp |
| Employer contribution / active EE | $4,456 | $4,975-10.4% | $3,919+13.7% | $4,761-6.4% |
| Participant deferral / active EE | $5,986 | $5,911+1.3% | $5,048+18.6% | $5,982+0.1% |
| Admin fee / account holder | $1,789 | $11,736-84.8% | $8,927-80.0% | $11,246-84.1% |