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 | $13,028 | $73,933-82.4% | $96,683-86.5% | $75,163-82.7% |
| Participation rate | 93.6% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.4pp |
| Annual return | 20.55% | 26.70%-6.2pp | 35.69%-15.1pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,457 | $2,928-50.2% | $3,737-61.0% | $2,670-45.4% |
| Participant deferral / active EE | $3,187 | $3,659-12.9% | $4,878-34.7% | $4,125-22.7% |
| Admin fee / account holder | $478 | $5,216-90.8% | $6,730-92.9% | $5,651-91.5% |