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 | $7,638 | $91,552-91.7% | $133,956-94.3% | $79,858-90.4% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 26.99% | 61.85%-34.9pp | 45.09%-18.1pp | 31.71%-4.7pp |
| Employer contribution / active EE | $1,139 | $2,384-52.2% | $3,919-70.9% | $2,471-53.9% |
| Participant deferral / active EE | $3,500 | $3,733-6.2% | $5,048-30.7% | $3,740-6.4% |
| Admin fee / account holder | $360 | $6,321-94.3% | $8,927-96.0% | $5,306-93.2% |