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 9-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 | $14,111 | $109,413-87.1% | $156,263-91.0% | $84,808-83.4% |
| Participation rate | 96.9% | 72.7%+24.2pp | 78.9%+18.0pp | 68.3%+28.6pp |
| Annual return | 16.49% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,667 | $2,907-42.6% | $4,333-61.5% | $2,631-36.6% |
| Participant deferral / active EE | $3,417 | $4,590-25.6% | $6,158-44.5% | $4,212-18.9% |
| Admin fee / account holder | $1,940 | $9,357-79.3% | $14,255-86.4% | $7,344-73.6% |