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 6-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 | $9,583 | $105,181-90.9% | $159,436-94.0% | $85,850-88.8% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.8%-8.5pp | 69.3%+5.0pp |
| Annual return | 25.63% | 45.07%-19.4pp | 263.57%-237.9pp | 318.53%-292.9pp |
| Employer contribution / active EE | $646 | $3,318-80.5% | $4,829-86.6% | $2,565-74.8% |
| Participant deferral / active EE | $6,112 | $5,945+2.8% | $7,352-16.9% | $3,952+54.7% |
| Admin fee / account holder | $2,282 | $6,933-67.1% | $10,799-78.9% | $6,260-63.6% |