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 9-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 | $7,323 | $102,966-92.9% | $90,281-91.9% | $152,861-95.2% |
| Participation rate | 76.2% | 75.9%+0.3pp | 73.3%+2.9pp | 82.4%-6.3pp |
| Annual return | 22.01% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $557 | $3,139-82.3% | $2,854-80.5% | $4,762-88.3% |
| Participant deferral / active EE | $882 | $4,281-79.4% | $3,885-77.3% | $5,850-84.9% |
| Admin fee / account holder | $1,155 | $6,171-81.3% | $5,351-78.4% | $11,596-90.0% |