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 | $9,457 | $103,376-90.9% | $87,100-89.1% | $152,861-93.8% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 15.38% | 28.10%-12.7pp | 28.19%-12.8pp | 345.32%-329.9pp |
| Employer contribution / active EE | $647 | $3,220-79.9% | $2,521-74.3% | $4,762-86.4% |
| Participant deferral / active EE | $1,558 | $4,778-67.4% | $4,049-61.5% | $5,850-73.4% |
| Admin fee / account holder | $1,526 | $12,205-87.5% | $7,497-79.6% | $11,596-86.8% |