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 | $10,628 | $72,277-85.3% | $101,248-89.5% | $79,858-86.7% |
| Participation rate | 79.4% | 68.5%+11.0pp | 75.8%+3.6pp | 69.6%+9.8pp |
| Annual return | 26.19% | 22.30%+3.9pp | 46.47%-20.3pp | 31.71%-5.5pp |
| Employer contribution / active EE | $1,958 | $2,692-27.2% | $3,660-46.5% | $2,471-20.7% |
| Participant deferral / active EE | $3,956 | $3,282+20.5% | $4,370-9.5% | $3,740+5.8% |
| Admin fee / account holder | $567 | $4,400-87.1% | $5,945-90.5% | $5,306-89.3% |