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 8-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 | $3,682 | $108,172-96.6% | $77,482-95.2% | $158,922-97.7% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 22.54% | 31.67%-9.1pp | 54.79%-32.2pp | 302.83%-280.3pp |
| Employer contribution / active EE | $679 | $1,325-48.8% | $986-31.2% | $4,761-85.7% |
| Participant deferral / active EE | $1,265 | $2,456-48.5% | $1,861-32.0% | $5,982-78.9% |
| Admin fee / account holder | $679 | $3,708-81.7% | $2,858-76.2% | $11,246-94.0% |