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 | $18,706 | $89,753-79.2% | $107,525-82.6% | $84,808-77.9% |
| Participation rate | 72.2% | 68.1%+4.2pp | 75.1%-2.9pp | 68.3%+3.9pp |
| Annual return | 16.17% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,451 | $3,113-53.4% | $3,754-61.3% | $2,631-44.9% |
| Participant deferral / active EE | $2,245 | $4,056-44.7% | $5,116-56.1% | $4,212-46.7% |
| Admin fee / account holder | $1,272 | $7,222-82.4% | $8,919-85.7% | $7,344-82.7% |