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 6-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 | $7,928 | $99,985-92.1% | $146,665-94.6% | $85,850-90.8% |
| Participation rate | 86.2% | 73.1%+13.1pp | 80.1%+6.1pp | 69.3%+16.9pp |
| Annual return | 17.86% | 18.93%-1.1pp | 22.74%-4.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,633 | $2,559-36.2% | $4,136-60.5% | $2,565-36.4% |
| Participant deferral / active EE | $3,181 | $4,006-20.6% | $5,506-42.2% | $3,952-19.5% |
| Admin fee / account holder | $753 | $7,702-90.2% | $10,280-92.7% | $6,260-88.0% |