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 6-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 | $9,510 | $71,883-86.8% | $86,677-89.0% | $68,494-86.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 20.20% | 3.52%+16.7pp | 35.91%-15.7pp | -7.84%+28.0pp |
| Employer contribution / active EE | $1,809 | $2,173-16.8% | $2,836-36.2% | $2,596-30.3% |
| Participant deferral / active EE | $3,831 | $3,779+1.4% | $4,656-17.7% | $4,027-4.9% |
| Admin fee / account holder | $447 | $6,112-92.7% | $7,493-94.0% | $5,403-91.7% |