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 | $11,155 | $85,202-86.9% | $172,739-93.5% | $72,985-84.7% |
| Participation rate | 78.0% | 70.1%+7.9pp | 82.6%-4.6pp | 69.5%+8.5pp |
| Annual return | 20.95% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $528 | $3,324-84.1% | $5,143-89.7% | $2,440-78.4% |
| Participant deferral / active EE | $1,270 | $3,260-61.0% | $5,198-75.6% | $3,607-64.8% |
| Admin fee / account holder | $986 | $5,884-83.2% | $13,954-92.9% | $5,124-80.8% |