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 | $15,989 | $72,277-77.9% | $101,248-84.2% | $79,858-80.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.05% | 22.30%-6.2pp | 46.47%-30.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,966 | $2,692-27.0% | $3,660-46.3% | $2,471-20.4% |
| Participant deferral / active EE | $2,556 | $3,282-22.1% | $4,370-41.5% | $3,740-31.7% |
| Admin fee / account holder | $2,214 | $4,400-49.7% | $5,945-62.8% | $5,306-58.3% |