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 | $8,160 | $72,277-88.7% | $101,248-91.9% | $79,858-89.8% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 26.78% | 22.30%+4.5pp | 46.47%-19.7pp | 31.71%-4.9pp |
| Employer contribution / active EE | $1,272 | $2,692-52.7% | $3,660-65.2% | $2,471-48.5% |
| Participant deferral / active EE | $2,787 | $3,282-15.1% | $4,370-36.2% | $3,740-25.5% |
| Admin fee / account holder | $608 | $4,400-86.2% | $5,945-89.8% | $5,306-88.5% |