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 | $4,862 | $91,190-94.7% | $178,490-97.3% | $79,858-93.9% |
| Participation rate | 73.5% | 69.2%+4.3pp | 81.9%-8.4pp | 69.6%+3.9pp |
| Annual return | 27.02% | 24.19%+2.8pp | 151.07%-124.0pp | 31.71%-4.7pp |
| Employer contribution / active EE | $478 | $3,256-85.3% | $5,011-90.5% | $2,471-80.7% |
| Participant deferral / active EE | $2,604 | $3,236-19.5% | $5,202-49.9% | $3,740-30.4% |
| Admin fee / account holder | $399 | $6,751-94.1% | $13,984-97.2% | $5,306-92.5% |