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 | $8,926 | $72,012-87.6% | $185,823-95.2% | $79,858-88.8% |
| Participation rate | 97.8% | 65.8%+32.0pp | 78.0%+19.7pp | 69.6%+28.1pp |
| Annual return | 15.20% | 23.12%-7.9pp | 35.95%-20.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,097 | $1,965-44.2% | $4,087-73.2% | $2,471-55.6% |
| Participant deferral / active EE | $2,459 | $3,779-34.9% | $5,632-56.3% | $3,740-34.3% |
| Admin fee / account holder | $899 | $4,513-80.1% | $9,500-90.5% | $5,306-83.1% |