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 | $12,021 | $202,432-94.1% | $169,368-92.9% | $139,434-91.4% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 18.32% | 531.74%-513.4pp | 405.60%-387.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $792 | $4,692-83.1% | $4,013-80.3% | $4,751-83.3% |
| Participant deferral / active EE | $2,181 | $6,938-68.6% | $6,221-64.9% | $6,710-67.5% |
| Admin fee / account holder | $540 | $10,708-95.0% | $9,003-94.0% | $11,403-95.3% |