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 | $6,266 | $77,314-91.9% | $177,989-96.5% | $80,856-92.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 10.74% | 18.09%-7.3pp | 294.48%-283.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,443 | $2,292-37.0% | $3,949-63.4% | $2,755-47.6% |
| Participant deferral / active EE | $2,390 | $4,411-45.8% | $6,276-61.9% | $4,296-44.4% |
| Admin fee / account holder | $583 | $7,191-91.9% | $10,363-94.4% | $6,918-91.6% |