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 8-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 | $13,783 | $165,335-91.7% | $149,696-90.8% | $158,922-91.3% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 18.17% | 348.15%-330.0pp | 276.60%-258.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,359 | $5,103-73.4% | $4,644-70.7% | $4,761-71.5% |
| Participant deferral / active EE | $4,381 | $7,181-39.0% | $6,842-36.0% | $5,982-26.8% |
| Admin fee / account holder | $767 | $10,807-92.9% | $9,309-91.8% | $11,246-93.2% |