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 | $14,547 | $65,365-77.7% | $92,893-84.3% | $72,985-80.1% |
| Participation rate | 94.1% | 68.3%+25.8pp | 76.0%+18.1pp | 69.5%+24.6pp |
| Annual return | 40.37% | 42.10%-1.7pp | 109.41%-69.0pp | 81.00%-40.6pp |
| Employer contribution / active EE | $2,772 | $2,594+6.9% | $3,653-24.1% | $2,440+13.6% |
| Participant deferral / active EE | $4,205 | $3,128+34.4% | $4,236-0.7% | $3,607+16.6% |
| Admin fee / account holder | $368 | $4,251-91.4% | $5,794-93.7% | $5,124-92.8% |