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 | $9,461 | $117,983-92.0% | $101,794-90.7% | $142,382-93.4% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 18.18% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $963 | $2,773-65.3% | $2,289-57.9% | $4,299-77.6% |
| Participant deferral / active EE | $1,981 | $4,714-58.0% | $4,084-51.5% | $6,507-69.6% |
| Admin fee / account holder | $1,093 | $10,433-89.5% | $8,777-87.5% | $12,624-91.3% |