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 | $22,403 | $106,749-79.0% | $145,433-84.6% | $82,448-72.8% |
| Participation rate | 77.6% | 75.6%+1.9pp | 82.1%-4.5pp | 68.1%+9.5pp |
| Annual return | 15.70% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,223 | $3,444-64.5% | $4,554-73.1% | $2,551-52.1% |
| Participant deferral / active EE | $3,872 | $6,519-40.6% | $7,897-51.0% | $4,139-6.5% |
| Admin fee / account holder | $892 | $8,390-89.4% | $13,129-93.2% | $7,234-87.7% |