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 9-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 | $13,485 | $72,277-81.3% | $101,248-86.7% | $79,858-83.1% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | 17.86% | 22.30%-4.4pp | 46.47%-28.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $6,283 | $2,692+133.4% | $3,660+71.7% | $2,471+154.3% |
| Participant deferral / active EE | $1,433 | $3,282-56.3% | $4,370-67.2% | $3,740-61.7% |
| Admin fee / account holder | $824 | $4,400-81.3% | $5,945-86.1% | $5,306-84.5% |