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 | $9,193 | $70,475-87.0% | $100,516-90.9% | $79,858-88.5% |
| Participation rate | 94.2% | 73.7%+20.6pp | 79.4%+14.8pp | 69.6%+24.6pp |
| Annual return | 36.05% | 21.90%+14.2pp | 30.89%+5.2pp | 31.71%+4.3pp |
| Employer contribution / active EE | $1,452 | $2,165-32.9% | $3,418-57.5% | $2,471-41.2% |
| Participant deferral / active EE | $2,531 | $5,181-51.1% | $6,270-59.6% | $3,740-32.3% |
| Admin fee / account holder | $416 | $4,478-90.7% | $8,081-94.9% | $5,306-92.2% |