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 4-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 | $9,627 | $78,926-87.8% | $136,749-93.0% | $84,808-88.6% |
| Participation rate | 98.3% | 62.2%+36.1pp | 72.1%+26.2pp | 68.3%+30.0pp |
| Annual return | 28.51% | 18.17%+10.3pp | 24.33%+4.2pp | 40.90%-12.4pp |
| Employer contribution / active EE | $1,591 | $2,134-25.5% | $3,400-53.2% | $2,631-39.5% |
| Participant deferral / active EE | $2,310 | $3,168-27.1% | $4,692-50.8% | $4,212-45.2% |
| Admin fee / account holder | $959 | $6,369-84.9% | $11,386-91.6% | $7,344-86.9% |