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 | $6,686 | $48,230-86.1% | $67,502-90.1% | $80,856-91.7% |
| Participation rate | 71.8% | 66.4%+5.4pp | 72.9%-1.1pp | 67.6%+4.2pp |
| Annual return | 14.53% | 18.28%-3.7pp | 3512.12%-3497.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $881 | $2,020-56.4% | $2,731-67.8% | $2,755-68.0% |
| Participant deferral / active EE | $2,131 | $2,924-27.1% | $4,000-46.7% | $4,296-50.4% |
| Admin fee / account holder | $368 | $3,681-90.0% | $3,998-90.8% | $6,918-94.7% |