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 | $9,168 | $64,121-85.7% | $78,805-88.4% | $116,875-92.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 73.6%+26.4pp | 74.5%+25.5pp |
| Annual return | 15.11% | 16.32%-1.2pp | -2.71%+17.8pp | 16.29%-1.2pp |
| Employer contribution / active EE | $1,072 | $2,257-52.5% | $4,059-73.6% | $3,288-67.4% |
| Participant deferral / active EE | $1,875 | $2,757-32.0% | $3,584-47.7% | $3,885-51.7% |
| Admin fee / account holder | $846 | $5,745-85.3% | $5,677-85.1% | $12,263-93.1% |