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 | $14,210 | $70,428-79.8% | $96,562-85.3% | $85,850-83.4% |
| Participation rate | 89.7% | 61.8%+27.9pp | 69.8%+19.9pp | 69.3%+20.4pp |
| Annual return | 13.65% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,130 | $1,413-20.0% | $2,356-52.1% | $2,565-56.0% |
| Participant deferral / active EE | $1,409 | $2,894-51.3% | $3,849-63.4% | $3,952-64.3% |
| Admin fee / account holder | $626 | $4,997-87.5% | $6,181-89.9% | $6,260-90.0% |