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 | $16,588 | $58,083-71.4% | $80,019-79.3% | $56,287-70.5% |
| Participation rate | 73.0% | 73.6%-0.6pp | 75.8%-2.8pp | 69.9%+3.1pp |
| Annual return | 70.12% | 34.61%+35.5pp | 11.22%+58.9pp | -9.96%+80.1pp |
| Employer contribution / active EE | $1,817 | $1,932-6.0% | $2,468-26.4% | $2,111-13.9% |
| Participant deferral / active EE | $2,626 | $3,135-16.2% | $3,686-28.8% | $3,350-21.6% |
| Admin fee / account holder | $402 | $623-35.4% | $6,521-93.8% | $521-22.8% |