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 | $7,192 | $94,625-92.4% | $116,228-93.8% | $84,808-91.5% |
| Participation rate | 96.3% | 70.4%+25.8pp | 74.6%+21.7pp | 68.3%+28.0pp |
| Annual return | 18.35% | 20.40%-2.1pp | 90.06%-71.7pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,095 | $2,347-53.3% | $2,994-63.4% | $2,631-58.4% |
| Participant deferral / active EE | $2,001 | $3,972-49.6% | $4,953-59.6% | $4,212-52.5% |
| Admin fee / account holder | $904 | $10,091-91.0% | $11,989-92.5% | $7,344-87.7% |