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 | $8,601 | $56,897-84.9% | $84,750-89.9% | $62,891-86.3% |
| Participation rate | 80.9% | 68.5%+12.3pp | 76.6%+4.3pp | 69.3%+11.5pp |
| Annual return | 8.60% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,558 | $2,400-35.1% | $3,574-56.4% | $2,281-31.7% |
| Participant deferral / active EE | $1,075 | $2,709-60.3% | $3,712-71.0% | $3,203-66.4% |
| Admin fee / account holder | $532 | $3,581-85.1% | $5,332-90.0% | $4,296-87.6% |