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 | $31,139 | $209,832-85.2% | $189,513-83.6% | $167,490-81.4% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 24.81% | 748.27%-723.5pp | 555.15%-530.3pp | 478.56%-453.7pp |
| Employer contribution / active EE | $3,111 | $6,914-55.0% | $6,162-49.5% | $4,837-35.7% |
| Participant deferral / active EE | $6,524 | $8,935-27.0% | $8,221-20.6% | $6,341+2.9% |
| Admin fee / account holder | $308 | $14,293-97.8% | $12,045-97.4% | $12,309-97.5% |