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 8-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 | $11,111 | $176,056-93.7% | $159,436-93.0% | $167,490-93.4% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 26.38% | 331.75%-305.4pp | 263.57%-237.2pp | 478.56%-452.2pp |
| Employer contribution / active EE | $1,133 | $5,297-78.6% | $4,829-76.5% | $4,837-76.6% |
| Participant deferral / active EE | $3,087 | $7,750-60.2% | $7,352-58.0% | $6,341-51.3% |
| Admin fee / account holder | $784 | $12,554-93.8% | $10,799-92.7% | $12,309-93.6% |