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 | $7,928 | $83,477-90.5% | $125,175-93.7% | $72,985-89.1% |
| Participation rate | 81.1% | 73.3%+7.8pp | 79.8%+1.3pp | 69.5%+11.6pp |
| Annual return | 33.12% | 25.78%+7.3pp | 43.79%-10.7pp | 81.00%-47.9pp |
| Employer contribution / active EE | $1,555 | $2,345-33.7% | $3,865-59.8% | $2,440-36.3% |
| Participant deferral / active EE | $2,923 | $3,585-18.5% | $4,937-40.8% | $3,607-19.0% |
| Admin fee / account holder | $500 | $5,517-90.9% | $9,702-94.8% | $5,124-90.2% |