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 8-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 | $21,355 | $157,256-86.4% | $141,162-84.9% | $152,861-86.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 29.44% | 64.32%-34.9pp | 71.39%-41.9pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,529 | $5,261-51.9% | $4,735-46.6% | $4,762-46.9% |
| Participant deferral / active EE | $8,116 | $7,109+14.2% | $6,709+21.0% | $5,850+38.7% |
| Admin fee / account holder | $1,337 | $12,120-89.0% | $10,261-87.0% | $11,596-88.5% |