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 7-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 | $5,903 | $65,365-91.0% | $92,893-93.6% | $72,985-91.9% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.0%+11.5pp | 69.5%+18.0pp |
| Annual return | 35.51% | 42.10%-6.6pp | 109.41%-73.9pp | 81.00%-45.5pp |
| Employer contribution / active EE | $1,442 | $2,594-44.4% | $3,653-60.5% | $2,440-40.9% |
| Participant deferral / active EE | $2,421 | $3,128-22.6% | $4,236-42.9% | $3,607-32.9% |
| Admin fee / account holder | $914 | $4,251-78.5% | $5,794-84.2% | $5,124-82.2% |