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 7-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 | $13,759 | $227,553-94.0% | $189,557-92.7% | $167,490-91.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.31% | 78.40%-59.1pp | 64.17%-44.9pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,330 | $5,316-75.0% | $4,412-69.9% | $4,837-72.5% |
| Participant deferral / active EE | $3,143 | $7,002-55.1% | $6,174-49.1% | $6,341-50.4% |
| Admin fee / account holder | $504 | $11,878-95.8% | $9,807-94.9% | $12,309-95.9% |