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 | $9,192 | $91,190-89.9% | $178,490-94.9% | $79,858-88.5% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 101.01% | 24.19%+76.8pp | 151.07%-50.1pp | 31.71%+69.3pp |
| Employer contribution / active EE | $1,164 | $3,256-64.2% | $5,011-76.8% | $2,471-52.9% |
| Participant deferral / active EE | $1,882 | $3,236-41.8% | $5,202-63.8% | $3,740-49.7% |
| Admin fee / account holder | $480 | $6,751-92.9% | $13,984-96.6% | $5,306-91.0% |