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 | $9,426 | $80,968-88.4% | $96,544-90.2% | $75,163-87.5% |
| Participation rate | 92.0% | 71.8%+20.2pp | 76.0%+16.0pp | 67.2%+24.8pp |
| Annual return | 15.14% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,993 | $2,282-12.7% | $2,965-32.8% | $2,670-25.4% |
| Participant deferral / active EE | $3,437 | $3,928-12.5% | $4,851-29.1% | $4,125-16.7% |
| Admin fee / account holder | $1,444 | $6,724-78.5% | $8,252-82.5% | $5,651-74.5% |