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 | $15,532 | $155,788-90.0% | $124,672-87.5% | $167,490-90.7% |
| Participation rate | 91.7% | 81.1%+10.6pp | 74.6%+17.1pp | 82.1%+9.6pp |
| Annual return | 17.74% | 17.97%-0.2pp | 5142.93%-5125.2pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,930 | $4,163-29.6% | $3,324-11.8% | $4,837-39.4% |
| Participant deferral / active EE | $3,408 | $5,673-39.9% | $4,614-26.1% | $6,341-46.3% |
| Admin fee / account holder | $1,031 | $9,531-89.2% | $7,493-86.2% | $12,309-91.6% |