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 10-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 | $9,399 | $89,355-89.5% | $141,162-93.3% | $72,985-87.1% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 93.19% | 111.85%-18.7pp | 71.39%+21.8pp | 81.00%+12.2pp |
| Employer contribution / active EE | $859 | $3,114-72.4% | $4,735-81.9% | $2,440-64.8% |
| Participant deferral / active EE | $2,512 | $5,418-53.6% | $6,709-62.6% | $3,607-30.4% |
| Admin fee / account holder | $411 | $5,958-93.1% | $10,261-96.0% | $5,124-92.0% |