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 | $17,166 | $78,422-78.1% | $95,952-82.1% | $79,858-78.5% |
| Participation rate | 81.1% | 73.5%+7.6pp | 77.1%+4.1pp | 69.6%+11.5pp |
| Annual return | 21.50% | 19.37%+2.1pp | 91.61%-70.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,284 | $1,945-34.0% | $2,541-49.5% | $2,471-48.0% |
| Participant deferral / active EE | $2,497 | $3,440-27.4% | $4,167-40.1% | $3,740-33.2% |
| Admin fee / account holder | $422 | $5,622-92.5% | $6,795-93.8% | $5,306-92.0% |