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 | $12,443 | $73,933-83.2% | $96,683-87.1% | $75,163-83.4% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 15.90% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,230 | $2,928-23.8% | $3,737-40.3% | $2,670-16.5% |
| Participant deferral / active EE | $4,754 | $3,659+29.9% | $4,878-2.6% | $4,125+15.2% |
| Admin fee / account holder | $1,947 | $5,216-62.7% | $6,730-71.1% | $5,651-65.5% |