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 | $6,092 | $55,706-89.1% | $75,886-92.0% | $72,985-91.7% |
| Participation rate | 72.0% | 61.1%+10.9pp | 69.3%+2.7pp | 69.5%+2.5pp |
| Annual return | 41.44% | 27.59%+13.9pp | 30.76%+10.7pp | 81.00%-39.6pp |
| Employer contribution / active EE | $777 | $1,687-53.9% | $2,500-68.9% | $2,440-68.2% |
| Participant deferral / active EE | $2,271 | $2,634-13.8% | $3,603-37.0% | $3,607-37.0% |
| Admin fee / account holder | $792 | $3,978-80.1% | $5,418-85.4% | $5,124-84.5% |