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 | $18,252 | $105,181-82.6% | $159,436-88.6% | $85,850-78.7% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.8%-2.2pp | 69.3%+11.3pp |
| Annual return | 15.56% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $693 | $3,318-79.1% | $4,829-85.7% | $2,565-73.0% |
| Participant deferral / active EE | $4,258 | $5,945-28.4% | $7,352-42.1% | $3,952+7.7% |
| Admin fee / account holder | $337 | $6,933-95.1% | $10,799-96.9% | $6,260-94.6% |