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 5-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 | $6,220 | $79,944-92.2% | $98,439-93.7% | $75,163-91.7% |
| Participation rate | 93.0% | 70.4%+22.7pp | 75.2%+17.9pp | 67.2%+25.8pp |
| Annual return | 27.51% | 19.75%+7.8pp | 21.16%+6.4pp | 160.62%-133.1pp |
| Employer contribution / active EE | $1,013 | $2,264-55.3% | $3,048-66.8% | $2,670-62.1% |
| Participant deferral / active EE | $2,515 | $3,752-33.0% | $4,738-46.9% | $4,125-39.0% |
| Admin fee / account holder | $538 | $6,840-92.1% | $8,948-94.0% | $5,651-90.5% |