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 | $15,081 | $93,170-83.8% | $100,534-85.0% | $84,808-82.2% |
| Participation rate | 92.1% | 75.8%+16.3pp | 80.6%+11.5pp | 68.3%+23.8pp |
| Annual return | 63.80% | 47.13%+16.7pp | 32.66%+31.1pp | 40.90%+22.9pp |
| Employer contribution / active EE | $3,326 | $3,985-16.5% | $4,346-23.5% | $2,631+26.4% |
| Participant deferral / active EE | $5,878 | $5,699+3.2% | $6,144-4.3% | $4,212+39.6% |
| Admin fee / account holder | $2,645 | $7,382-64.2% | $7,654-65.4% | $7,344-64.0% |