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 7-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 | $6,375 | $72,492-91.2% | $87,100-92.7% | $72,985-91.3% |
| Participation rate | 75.6% | 72.8%+2.8pp | 76.9%-1.3pp | 69.5%+6.1pp |
| Annual return | 32.54% | 24.46%+8.1pp | 28.19%+4.4pp | 81.00%-48.5pp |
| Employer contribution / active EE | $1,362 | $1,894-28.1% | $2,521-46.0% | $2,440-44.2% |
| Participant deferral / active EE | $1,982 | $3,270-39.4% | $4,049-51.0% | $3,607-45.1% |
| Admin fee / account holder | $303 | $5,055-94.0% | $7,497-96.0% | $5,124-94.1% |