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 6-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 | $9,317 | $118,849-92.2% | $96,562-90.4% | $167,490-94.4% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 16.46% | 50.49%-34.0pp | 37.78%-21.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $871 | $3,120-72.1% | $2,356-63.0% | $4,837-82.0% |
| Participant deferral / active EE | $1,998 | $4,616-56.7% | $3,849-48.1% | $6,341-68.5% |
| Admin fee / account holder | $1,288 | $8,065-84.0% | $6,181-79.2% | $12,309-89.5% |