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 7-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 | $8,756 | $100,852-91.3% | $90,404-90.3% | $158,922-94.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 13.43% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,119 | $3,689-69.7% | $3,262-65.7% | $4,761-76.5% |
| Participant deferral / active EE | $2,205 | $4,348-49.3% | $3,963-44.4% | $5,982-63.1% |
| Admin fee / account holder | $366 | $6,501-94.4% | $5,611-93.5% | $11,246-96.7% |