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 | $4,175 | $48,230-91.3% | $67,502-93.8% | $80,856-94.8% |
| Participation rate | 76.5% | 66.4%+10.1pp | 72.9%+3.6pp | 67.6%+8.8pp |
| Annual return | 12.38% | 18.28%-5.9pp | 3512.12%-3499.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $460 | $2,020-77.2% | $2,731-83.1% | $2,755-83.3% |
| Participant deferral / active EE | $1,201 | $2,924-58.9% | $4,000-70.0% | $4,296-72.1% |
| Admin fee / account holder | $537 | $3,681-85.4% | $3,998-86.6% | $6,918-92.2% |