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 | $5,324 | $72,277-92.6% | $101,248-94.7% | $79,858-93.3% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.8%+18.9pp | 69.6%+25.1pp |
| Annual return | 33.24% | 22.30%+10.9pp | 46.47%-13.2pp | 31.71%+1.5pp |
| Employer contribution / active EE | $1,409 | $2,692-47.7% | $3,660-61.5% | $2,471-43.0% |
| Participant deferral / active EE | $2,138 | $3,282-34.8% | $4,370-51.1% | $3,740-42.8% |
| Admin fee / account holder | $727 | $4,400-83.5% | $5,945-87.8% | $5,306-86.3% |