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 | $20,478 | $89,753-77.2% | $107,525-81.0% | $84,808-75.9% |
| Participation rate | 70.4% | 68.1%+2.3pp | 75.1%-4.7pp | 68.3%+2.1pp |
| Annual return | 15.73% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $952 | $3,113-69.4% | $3,754-74.6% | $2,631-63.8% |
| Participant deferral / active EE | $4,060 | $4,056+0.1% | $5,116-20.6% | $4,212-3.6% |
| Admin fee / account holder | $4,124 | $7,222-42.9% | $8,919-53.8% | $7,344-43.8% |