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 | $7,129 | $80,717-91.2% | $154,803-95.4% | $84,808-91.6% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 13.18% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,165 | $2,761-57.8% | $4,305-72.9% | $2,631-55.7% |
| Participant deferral / active EE | $2,154 | $3,303-34.8% | $5,540-61.1% | $4,212-48.9% |
| Admin fee / account holder | $450 | $6,746-93.3% | $14,329-96.9% | $7,344-93.9% |