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 | $12,739 | $85,202-85.0% | $172,739-92.6% | $72,985-82.5% |
| Participation rate | 80.7% | 70.1%+10.7pp | 82.6%-1.9pp | 69.5%+11.2pp |
| Annual return | 33.23% | 27.32%+5.9pp | 802.84%-769.6pp | 81.00%-47.8pp |
| Employer contribution / active EE | $980 | $3,324-70.5% | $5,143-80.9% | $2,440-59.8% |
| Participant deferral / active EE | $2,451 | $3,260-24.8% | $5,198-52.8% | $3,607-32.1% |
| Admin fee / account holder | $679 | $5,884-88.5% | $13,954-95.1% | $5,124-86.8% |