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 | $25,506 | $79,944-68.1% | $98,439-74.1% | $75,163-66.1% |
| Participation rate | 92.7% | 70.4%+22.3pp | 75.2%+17.5pp | 67.2%+25.5pp |
| Annual return | 15.76% | 19.75%-4.0pp | 21.16%-5.4pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,618 | $2,264+15.6% | $3,048-14.1% | $2,670-1.9% |
| Participant deferral / active EE | $5,372 | $3,752+43.2% | $4,738+13.4% | $4,125+30.2% |
| Admin fee / account holder | $1,091 | $6,840-84.0% | $8,948-87.8% | $5,651-80.7% |