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 | $11,065 | $104,251-89.4% | $91,001-87.8% | $147,584-92.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.16% | 27.06%-6.9pp | 4.60%+15.6pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,059 | $3,116-66.0% | $2,456-56.9% | $4,876-78.3% |
| Participant deferral / active EE | $1,194 | $4,195-71.5% | $3,547-66.4% | $5,439-78.1% |
| Admin fee / account holder | $1,603 | $8,948-82.1% | $5,417-70.4% | $10,885-85.3% |