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 6-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 | $6,321 | $80,717-92.2% | $154,803-95.9% | $84,808-92.5% |
| Participation rate | 94.1% | 66.8%+27.3pp | 78.1%+16.0pp | 68.3%+25.8pp |
| Annual return | 29.91% | 37.96%-8.1pp | 58.88%-29.0pp | 40.90%-11.0pp |
| Employer contribution / active EE | $878 | $2,761-68.2% | $4,305-79.6% | $2,631-66.6% |
| Participant deferral / active EE | $2,312 | $3,303-30.0% | $5,540-58.3% | $4,212-45.1% |
| Admin fee / account holder | $482 | $6,746-92.9% | $14,329-96.6% | $7,344-93.4% |