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 9-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 | $11,965 | $81,947-85.4% | $105,387-88.6% | $72,985-83.6% |
| Participation rate | 94.9% | 76.5%+18.3pp | 82.6%+12.3pp | 69.5%+25.4pp |
| Annual return | 37.14% | 42.90%-5.8pp | 26.82%+10.3pp | 81.00%-43.9pp |
| Employer contribution / active EE | $1,303 | $3,468-62.4% | $4,213-69.1% | $2,440-46.6% |
| Participant deferral / active EE | $4,740 | $4,494+5.5% | $5,502-13.9% | $3,607+31.4% |
| Admin fee / account holder | $1,792 | $6,258-71.4% | $6,559-72.7% | $5,124-65.0% |