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 | $6,683 | $78,672-91.5% | $109,143-93.9% | $85,850-92.2% |
| Participation rate | 93.2% | 68.3%+24.9pp | 75.9%+17.3pp | 69.3%+23.9pp |
| Annual return | 11.81% | 25.09%-13.3pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $754 | $2,735-72.4% | $3,722-79.7% | $2,565-70.6% |
| Participant deferral / active EE | $2,062 | $3,467-40.5% | $4,653-55.7% | $3,952-47.8% |
| Admin fee / account holder | $501 | $5,469-90.8% | $6,752-92.6% | $6,260-92.0% |