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 7-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 | $6,756 | $72,277-90.7% | $101,248-93.3% | $79,858-91.5% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | 14.72% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,551 | $2,692-42.4% | $3,660-57.6% | $2,471-37.2% |
| Participant deferral / active EE | $2,397 | $3,282-27.0% | $4,370-45.2% | $3,740-35.9% |
| Admin fee / account holder | $981 | $4,400-77.7% | $5,945-83.5% | $5,306-81.5% |