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 8-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 | $8,520 | $112,729-92.4% | $98,716-91.4% | $137,256-93.8% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.3%+24.8pp | 80.0%+14.2pp |
| Annual return | 13.23% | 38.48%-25.3pp | 31.81%-18.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,354 | $2,725-50.3% | $2,279-40.6% | $4,156-67.4% |
| Participant deferral / active EE | $2,199 | $4,640-52.6% | $4,048-45.7% | $6,407-65.7% |
| Admin fee / account holder | $1,112 | $10,129-89.0% | $8,703-87.2% | $12,270-90.9% |