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 | $11,477 | $74,927-84.7% | $101,794-88.7% | $84,808-86.5% |
| Participation rate | 88.0% | 61.4%+26.6pp | 69.2%+18.8pp | 68.3%+19.7pp |
| Annual return | 15.63% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $805 | $1,522-47.1% | $2,289-64.8% | $2,631-69.4% |
| Participant deferral / active EE | $1,852 | $3,099-40.2% | $4,084-54.6% | $4,212-56.0% |
| Admin fee / account holder | $880 | $6,514-86.5% | $8,777-90.0% | $7,344-88.0% |