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 | $6,238 | $52,279-88.1% | $89,391-93.0% | $79,858-92.2% |
| Participation rate | 92.5% | 57.5%+35.0pp | 68.0%+24.5pp | 69.6%+22.9pp |
| Annual return | 19.51% | 22.16%-2.7pp | 245.62%-226.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $565 | $1,572-64.0% | $2,586-78.1% | $2,471-77.1% |
| Participant deferral / active EE | $1,230 | $2,740-55.1% | $3,890-68.4% | $3,740-67.1% |
| Admin fee / account holder | $1,575 | $3,356-53.1% | $4,881-67.7% | $5,306-70.3% |