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 | $14,341 | $78,422-81.7% | $95,952-85.1% | $79,858-82.0% |
| Participation rate | 92.2% | 73.5%+18.7pp | 77.1%+15.1pp | 69.6%+22.5pp |
| Annual return | 16.92% | 19.37%-2.5pp | 91.61%-74.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $765 | $1,945-60.7% | $2,541-69.9% | $2,471-69.1% |
| Participant deferral / active EE | $2,275 | $3,440-33.9% | $4,167-45.4% | $3,740-39.2% |
| Admin fee / account holder | $1,043 | $5,622-81.4% | $6,795-84.6% | $5,306-80.3% |