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 8-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 | $10,245 | $95,416-89.3% | $185,823-94.5% | $85,850-88.1% |
| Participation rate | 72.4% | 68.8%+3.7pp | 81.7%-9.3pp | 69.3%+3.1pp |
| Annual return | 15.28% | 23.59%-8.3pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $706 | $3,314-78.7% | $5,167-86.3% | $2,565-72.5% |
| Participant deferral / active EE | $1,619 | $3,423-52.7% | $5,568-70.9% | $3,952-59.0% |
| Admin fee / account holder | $2,165 | $7,213-70.0% | $16,237-86.7% | $6,260-65.4% |