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 | $20,406 | $101,724-79.9% | $164,813-87.6% | $80,856-74.8% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 17.17% | 16.72%+0.5pp | 69.93%-52.8pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,108 | $2,953-28.6% | $4,341-51.4% | $2,755-23.5% |
| Participant deferral / active EE | $3,465 | $4,477-22.6% | $6,031-42.6% | $4,296-19.3% |
| Admin fee / account holder | $5,717 | $8,227-30.5% | $12,690-54.9% | $6,918-17.4% |