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 | $6,807 | $78,672-91.3% | $109,143-93.8% | $85,850-92.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.82% | 25.09%-7.3pp | 25.75%-7.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,584 | $2,735-42.1% | $3,722-57.4% | $2,565-38.3% |
| Participant deferral / active EE | $2,445 | $3,467-29.5% | $4,653-47.5% | $3,952-38.1% |
| Admin fee / account holder | $952 | $5,469-82.6% | $6,752-85.9% | $6,260-84.8% |