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 | $9,381 | $77,899-88.0% | $149,673-93.7% | $75,163-87.5% |
| Participation rate | 80.8% | 65.6%+15.2pp | 78.8%+2.0pp | 67.2%+13.6pp |
| Annual return | 19.25% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $810 | $3,137-74.2% | $4,818-83.2% | $2,670-69.7% |
| Participant deferral / active EE | $4,612 | $3,411+35.2% | $5,680-18.8% | $4,125+11.8% |
| Admin fee / account holder | $1,373 | $5,956-77.0% | $13,210-89.6% | $5,651-75.7% |