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 | $6,170 | $49,915-87.6% | $154,803-96.0% | $74,304-91.7% |
| Participation rate | 72.5% | 54.0%+18.6pp | 78.1%-5.5pp | 60.3%+12.2pp |
| Annual return | 17.33% | 34.06%-16.7pp | 58.88%-41.6pp | 29.43%-12.1pp |
| Employer contribution / active EE | $343 | $1,611-78.7% | $4,305-92.0% | $2,241-84.7% |
| Participant deferral / active EE | $935 | $2,255-58.5% | $5,540-83.1% | $3,767-75.2% |
| Admin fee / account holder | $330 | $2,189-84.9% | $14,329-97.7% | $2,969-88.9% |