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 | $9,935 | $74,927-86.7% | $101,794-90.2% | $84,808-88.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 16.36% | 18.70%-2.3pp | 30.53%-14.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $740 | $1,522-51.4% | $2,289-67.7% | $2,631-71.9% |
| Participant deferral / active EE | $3,021 | $3,099-2.5% | $4,084-26.0% | $4,212-28.3% |
| Admin fee / account holder | $1,109 | $6,514-83.0% | $8,777-87.4% | $7,344-84.9% |