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 | $8,374 | $81,460-89.7% | $103,333-91.9% | $80,856-89.6% |
| Participation rate | 87.5% | 66.8%+20.7pp | 74.5%+13.0pp | 67.6%+19.9pp |
| Annual return | 14.27% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,718 | $3,105-44.7% | $3,868-55.6% | $2,755-37.6% |
| Participant deferral / active EE | $3,597 | $3,869-7.0% | $5,057-28.9% | $4,296-16.3% |
| Admin fee / account holder | $575 | $6,566-91.2% | $8,355-93.1% | $6,918-91.7% |