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 | $9,325 | $105,181-91.1% | $159,436-94.2% | $85,850-89.1% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.8%+11.8pp | 69.3%+25.3pp |
| Annual return | 19.53% | 45.07%-25.5pp | 263.57%-244.0pp | 318.53%-299.0pp |
| Employer contribution / active EE | $2,262 | $3,318-31.8% | $4,829-53.2% | $2,565-11.8% |
| Participant deferral / active EE | $3,389 | $5,945-43.0% | $7,352-53.9% | $3,952-14.2% |
| Admin fee / account holder | $1,111 | $6,933-84.0% | $10,799-89.7% | $6,260-82.2% |