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 | $6,461 | $89,355-92.8% | $141,162-95.4% | $72,985-91.1% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 29.71% | 111.85%-82.1pp | 71.39%-41.7pp | 81.00%-51.3pp |
| Employer contribution / active EE | $1,335 | $3,114-57.1% | $4,735-71.8% | $2,440-45.3% |
| Participant deferral / active EE | $2,646 | $5,418-51.2% | $6,709-60.6% | $3,607-26.6% |
| Admin fee / account holder | $1,122 | $5,958-81.2% | $10,261-89.1% | $5,124-78.1% |