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 6-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 | $9,650 | $162,781-94.1% | $133,956-92.8% | $158,922-93.9% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 35.11% | 41.94%-6.8pp | 45.09%-10.0pp | 302.83%-267.7pp |
| Employer contribution / active EE | $1,638 | $4,975-67.1% | $3,919-58.2% | $4,761-65.6% |
| Participant deferral / active EE | $3,674 | $5,911-37.8% | $5,048-27.2% | $5,982-38.6% |
| Admin fee / account holder | $801 | $11,736-93.2% | $8,927-91.0% | $11,246-92.9% |