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 | $11,396 | $87,870-87.0% | $113,168-89.9% | $74,304-84.7% |
| Participation rate | 94.6% | 70.7%+23.9pp | 76.6%+18.1pp | 60.3%+34.3pp |
| Annual return | 15.77% | 26.44%-10.7pp | 24.27%-8.5pp | 29.43%-13.7pp |
| Employer contribution / active EE | $948 | $2,277-58.4% | $2,975-68.1% | $2,241-57.7% |
| Participant deferral / active EE | $2,186 | $4,241-48.5% | $5,107-57.2% | $3,767-42.0% |
| Admin fee / account holder | $1,019 | $3,368-69.7% | $12,068-91.6% | $2,969-65.7% |