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 | $13,628 | $84,233-83.8% | $170,442-92.0% | $70,131-80.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.30% | 23.06%-2.8pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $514 | $3,387-84.8% | $5,433-90.5% | $2,342-78.0% |
| Participant deferral / active EE | $3,690 | $3,086+19.6% | $4,939-25.3% | $3,332+10.8% |
| Admin fee / account holder | $586 | $5,698-89.7% | $13,880-95.8% | $4,645-87.4% |