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 | $11,911 | $89,753-86.7% | $107,525-88.9% | $84,808-86.0% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 22.14% | 29.48%-7.3pp | 181.32%-159.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $952 | $3,113-69.4% | $3,754-74.6% | $2,631-63.8% |
| Participant deferral / active EE | $3,375 | $4,056-16.8% | $5,116-34.0% | $4,212-19.9% |
| Admin fee / account holder | $1,095 | $7,222-84.8% | $8,919-87.7% | $7,344-85.1% |