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 | $9,521 | $60,124-84.2% | $90,404-89.5% | $79,858-88.1% |
| Participation rate | 93.1% | 65.0%+28.1pp | 72.7%+20.4pp | 69.6%+23.5pp |
| Annual return | 30.84% | 71.94%-41.1pp | 1293.02%-1262.2pp | 31.71%-0.9pp |
| Employer contribution / active EE | $1,145 | $2,068-44.6% | $3,262-64.9% | $2,471-53.7% |
| Participant deferral / active EE | $2,676 | $2,938-8.9% | $3,963-32.5% | $3,740-28.4% |
| Admin fee / account holder | $377 | $3,976-90.5% | $5,611-93.3% | $5,306-92.9% |