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 | $15,632 | $91,538-82.9% | $129,995-88.0% | $75,163-79.2% |
| Participation rate | 97.0% | 71.4%+25.5pp | 78.5%+18.5pp | 67.2%+29.8pp |
| Annual return | 35.33% | -631.11%+666.4pp | -137.18%+172.5pp | 160.62%-125.3pp |
| Employer contribution / active EE | $3,552 | $2,845+24.9% | $4,320-17.8% | $2,670+33.1% |
| Participant deferral / active EE | $4,737 | $4,341+9.1% | $5,820-18.6% | $4,125+14.8% |
| Admin fee / account holder | $2,368 | $6,790-65.1% | $10,614-77.7% | $5,651-58.1% |