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 9-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 | $17,707 | $209,411-91.5% | $178,490-90.1% | $158,922-88.9% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 19.47% | 188.75%-169.3pp | 151.07%-131.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,088 | $5,706-63.4% | $5,011-58.3% | $4,761-56.1% |
| Participant deferral / active EE | $2,905 | $5,954-51.2% | $5,202-44.1% | $5,982-51.4% |
| Admin fee / account holder | $685 | $17,074-96.0% | $13,984-95.1% | $11,246-93.9% |