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 6-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 | $5,682 | $80,717-93.0% | $154,803-96.3% | $84,808-93.3% |
| Participation rate | 72.1% | 66.8%+5.3pp | 78.1%-6.0pp | 68.3%+3.8pp |
| Annual return | 14.71% | 37.96%-23.2pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,020 | $3,303-69.1% | $5,540-81.6% | $4,212-75.8% |
| Admin fee / account holder | $1,434 | $6,746-78.7% | $14,329-90.0% | $7,344-80.5% |