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 | $3,483 | $91,190-96.2% | $178,490-98.0% | $79,858-95.6% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.8pp |
| Annual return | 26.22% | 24.19%+2.0pp | 151.07%-124.8pp | 31.71%-5.5pp |
| Employer contribution / active EE | $541 | $3,256-83.4% | $5,011-89.2% | $2,471-78.1% |
| Participant deferral / active EE | $1,220 | $3,236-62.3% | $5,202-76.5% | $3,740-67.4% |
| Admin fee / account holder | $510 | $6,751-92.4% | $13,984-96.4% | $5,306-90.4% |