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 | $7,855 | $107,934-92.7% | $91,989-91.5% | $152,861-94.9% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 40.25% | 89.24%-49.0pp | 69.02%-28.8pp | 345.32%-305.1pp |
| Employer contribution / active EE | $2,744 | $4,210-34.8% | $3,452-20.5% | $4,762-42.4% |
| Participant deferral / active EE | $2,893 | $6,364-54.6% | $5,923-51.2% | $5,850-50.6% |
| Admin fee / account holder | $1,745 | $10,520-83.4% | $7,743-77.5% | $11,596-85.0% |