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 | $22,065 | $89,355-75.3% | $141,162-84.4% | $72,985-69.8% |
| Participation rate | 74.4% | 75.1%-0.7pp | 82.5%-8.1pp | 69.5%+4.9pp |
| Annual return | 73.62% | 111.85%-38.2pp | 71.39%+2.2pp | 81.00%-7.4pp |
| Employer contribution / active EE | $2,174 | $3,114-30.2% | $4,735-54.1% | $2,440-10.9% |
| Participant deferral / active EE | $5,687 | $5,418+5.0% | $6,709-15.2% | $3,607+57.6% |
| Admin fee / account holder | $1,794 | $5,958-69.9% | $10,261-82.5% | $5,124-65.0% |