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 | $16,211 | $93,571-82.7% | $135,903-88.1% | $75,163-78.4% |
| Participation rate | 79.2% | 75.2%+4.1pp | 81.9%-2.7pp | 67.2%+12.1pp |
| Annual return | 26.26% | 30.90%-4.6pp | 68.23%-42.0pp | 160.62%-134.4pp |
| Employer contribution / active EE | $1,552 | $3,537-56.1% | $4,856-68.0% | $2,670-41.9% |
| Participant deferral / active EE | $2,800 | $6,404-56.3% | $7,758-63.9% | $4,125-32.1% |
| Admin fee / account holder | $1,275 | $6,975-81.7% | $10,762-88.2% | $5,651-77.4% |