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 8-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 | $8,495 | $56,114-84.9% | $96,139-91.2% | $85,850-90.1% |
| Participation rate | 96.4% | 56.7%+39.7pp | 68.4%+28.0pp | 69.3%+27.1pp |
| Annual return | 16.10% | 42.30%-26.2pp | 191.94%-175.8pp | 318.53%-302.4pp |
| Employer contribution / active EE | $597 | $1,620-63.1% | $2,797-78.7% | $2,565-76.7% |
| Participant deferral / active EE | $1,421 | $2,859-50.3% | $4,349-67.3% | $3,952-64.1% |
| Admin fee / account holder | $474 | $3,768-87.4% | $5,537-91.4% | $6,260-92.4% |