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 | $11,812 | $86,929-86.4% | $102,423-88.5% | $80,856-85.4% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | 23.18% | 18.88%+4.3pp | 29.32%-6.1pp | 35.59%-12.4pp |
| Employer contribution / active EE | $1,379 | $2,369-41.8% | $3,023-54.4% | $2,755-49.9% |
| Participant deferral / active EE | $4,262 | $4,118+3.5% | $5,053-15.6% | $4,296-0.8% |
| Admin fee / account holder | $1,785 | $8,049-77.8% | $9,451-81.1% | $6,918-74.2% |