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 | $15,262 | $81,460-81.3% | $103,333-85.2% | $80,856-81.1% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.6%+28.8pp |
| Annual return | 11.31% | 25.55%-14.2pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,555 | $3,105-17.7% | $3,868-33.9% | $2,755-7.3% |
| Participant deferral / active EE | $4,496 | $3,869+16.2% | $5,057-11.1% | $4,296+4.7% |
| Admin fee / account holder | $1,777 | $6,566-72.9% | $8,355-78.7% | $6,918-74.3% |