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 6-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 | $24,042 | $102,382-76.5% | $147,005-83.6% | $80,874-70.3% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 12.77% | 134.89%-122.1pp | 418.76%-406.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $2,888 | $3,715-22.3% | $4,934-41.5% | $2,756+4.8% |
| Participant deferral / active EE | $7,106 | $6,646+6.9% | $8,070-11.9% | $4,297+65.4% |
| Admin fee / account holder | $1,513 | $7,942-80.9% | $13,006-88.4% | $6,935-78.2% |