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 9-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 | $20,052 | $142,405-85.9% | $115,157-82.6% | $152,861-86.9% |
| Participation rate | 76.9% | 82.4%-5.4pp | 75.9%+1.0pp | 82.4%-5.5pp |
| Annual return | 18.99% | 41.48%-22.5pp | 35.60%-16.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,270 | $4,010-68.3% | $3,179-60.1% | $4,762-73.3% |
| Participant deferral / active EE | $3,900 | $5,164-24.5% | $4,168-6.4% | $5,850-33.3% |
| Admin fee / account holder | $2,239 | $8,462-73.5% | $7,088-68.4% | $11,596-80.7% |