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 | $13,204 | $78,672-83.2% | $109,143-87.9% | $85,850-84.6% |
| Participation rate | 93.6% | 68.3%+25.3pp | 75.9%+17.7pp | 69.3%+24.3pp |
| Annual return | 17.26% | 25.09%-7.8pp | 25.75%-8.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,707 | $2,735-37.6% | $3,722-54.1% | $2,565-33.4% |
| Participant deferral / active EE | $3,013 | $3,467-13.1% | $4,653-35.2% | $3,952-23.8% |
| Admin fee / account holder | $1,277 | $5,469-76.7% | $6,752-81.1% | $6,260-79.6% |