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 7-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 | $11,672 | $77,314-84.9% | $177,989-93.4% | $80,856-85.6% |
| Participation rate | 75.8% | 65.7%+10.1pp | 77.1%-1.3pp | 67.6%+8.1pp |
| Annual return | 15.67% | 18.09%-2.4pp | 294.48%-278.8pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,192 | $2,292-48.0% | $3,949-69.8% | $2,755-56.7% |
| Participant deferral / active EE | $1,833 | $4,411-58.4% | $6,276-70.8% | $4,296-57.3% |
| Admin fee / account holder | $519 | $7,191-92.8% | $10,363-95.0% | $6,918-92.5% |