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 6-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 | $9,638 | $57,541-83.3% | $95,745-89.9% | $75,163-87.2% |
| Participation rate | 80.6% | 62.5%+18.1pp | 72.3%+8.4pp | 67.2%+13.5pp |
| Annual return | 19.34% | 34.93%-15.6pp | 28.35%-9.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,214 | $3,074+4.6% | $4,245-24.3% | $4,125-22.1% |
| Admin fee / account holder | $2,201 | $4,099-46.3% | $5,678-61.2% | $5,651-61.1% |