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 | $8,903 | $89,355-90.0% | $141,162-93.7% | $72,985-87.8% |
| Participation rate | 77.3% | 75.1%+2.2pp | 82.5%-5.2pp | 69.5%+7.8pp |
| Annual return | 22.31% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,571 | $3,114-49.6% | $4,735-66.8% | $2,440-35.6% |
| Participant deferral / active EE | $3,293 | $5,418-39.2% | $6,709-50.9% | $3,607-8.7% |
| Admin fee / account holder | $2,068 | $5,958-65.3% | $10,261-79.8% | $5,124-59.6% |