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 | $6,933 | $72,277-90.4% | $101,248-93.2% | $79,858-91.3% |
| Participation rate | 96.4% | 68.5%+27.9pp | 75.8%+20.6pp | 69.6%+26.7pp |
| Annual return | 18.27% | 22.30%-4.0pp | 46.47%-28.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,788 | $2,692-33.6% | $3,660-51.1% | $2,471-27.6% |
| Participant deferral / active EE | $2,445 | $3,282-25.5% | $4,370-44.1% | $3,740-34.6% |
| Admin fee / account holder | $1,119 | $4,400-74.6% | $5,945-81.2% | $5,306-78.9% |