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 | $11,488 | $65,365-82.4% | $92,893-87.6% | $72,985-84.3% |
| Participation rate | 86.2% | 68.3%+17.9pp | 76.0%+10.2pp | 69.5%+16.7pp |
| Annual return | 29.80% | 42.10%-12.3pp | 109.41%-79.6pp | 81.00%-51.2pp |
| Employer contribution / active EE | $1,782 | $2,594-31.3% | $3,653-51.2% | $2,440-27.0% |
| Participant deferral / active EE | $4,382 | $3,128+40.1% | $4,236+3.5% | $3,607+21.5% |
| Admin fee / account holder | $357 | $4,251-91.6% | $5,794-93.8% | $5,124-93.0% |