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 | $15,286 | $72,277-78.9% | $101,248-84.9% | $79,858-80.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.54% | 22.30%-6.8pp | 46.47%-30.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,382 | $2,692+25.7% | $3,660-7.6% | $2,471+36.9% |
| Participant deferral / active EE | $2,404 | $3,282-26.7% | $4,370-45.0% | $3,740-35.7% |
| Admin fee / account holder | $482 | $4,400-89.0% | $5,945-91.9% | $5,306-90.9% |