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 9-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 | $8,287 | $91,190-90.9% | $178,490-95.4% | $79,858-89.6% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 22.76% | 24.19%-1.4pp | 151.07%-128.3pp | 31.71%-9.0pp |
| Employer contribution / active EE | $1,016 | $3,256-68.8% | $5,011-79.7% | $2,471-58.9% |
| Participant deferral / active EE | $2,304 | $3,236-28.8% | $5,202-55.7% | $3,740-38.4% |
| Admin fee / account holder | $453 | $6,751-93.3% | $13,984-96.8% | $5,306-91.5% |