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 10-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 | $9,768 | $57,065-82.9% | $75,670-87.1% | $70,131-86.1% |
| Participation rate | 86.7% | 68.1%+18.6pp | 72.3%+14.3pp | 69.5%+17.1pp |
| Annual return | 53.46% | 23.57%+29.9pp | 27.34%+26.1pp | 73.14%-19.7pp |
| Employer contribution / active EE | $521 | $1,817-71.3% | $2,352-77.9% | $2,342-77.8% |
| Participant deferral / active EE | $2,336 | $2,580-9.4% | $3,142-25.6% | $3,332-29.9% |
| Admin fee / account holder | $671 | $3,825-82.5% | $5,800-88.4% | $4,645-85.6% |