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 | $32,508 | $95,803-66.1% | $113,168-71.3% | $84,808-61.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.97% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,160 | $2,360+33.9% | $2,975+6.2% | $2,631+20.1% |
| Participant deferral / active EE | $4,913 | $4,242+15.8% | $5,107-3.8% | $4,212+16.7% |
| Admin fee / account holder | $1,644 | $8,989-81.7% | $12,068-86.4% | $7,344-77.6% |