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 | $25,460 | $185,822-86.3% | $169,993-85.0% | $139,434-81.7% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 20.63% | 60.50%-39.9pp | 53.37%-32.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,519 | $7,590-40.5% | $6,785-33.4% | $4,751-4.9% |
| Participant deferral / active EE | $7,819 | $11,622-32.7% | $10,408-24.9% | $6,710+16.5% |
| Admin fee / account holder | $7,851 | $15,381-49.0% | $12,815-38.7% | $11,403-31.2% |