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 | $9,010 | $60,124-85.0% | $90,404-90.0% | $79,858-88.7% |
| Participation rate | 95.2% | 65.0%+30.3pp | 72.7%+22.6pp | 69.6%+25.6pp |
| Annual return | 33.71% | 71.94%-38.2pp | 1293.02%-1259.3pp | 31.71%+2.0pp |
| Employer contribution / active EE | $1,682 | $2,068-18.6% | $3,262-48.4% | $2,471-31.9% |
| Participant deferral / active EE | $3,361 | $2,938+14.4% | $3,963-15.2% | $3,740-10.1% |
| Admin fee / account holder | $926 | $3,976-76.7% | $5,611-83.5% | $5,306-82.6% |