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 | $9,093 | $115,882-92.2% | $100,516-91.0% | $158,922-94.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.85% | 34.79%-18.9pp | 30.89%-15.0pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,985 | $4,103-27.2% | $3,418-12.7% | $4,761-37.3% |
| Participant deferral / active EE | $4,321 | $6,674-35.3% | $6,270-31.1% | $5,982-27.8% |
| Admin fee / account holder | $4,987 | $10,995-54.6% | $8,081-38.3% | $11,246-55.7% |