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 | $15,936 | $72,492-78.0% | $87,100-81.7% | $72,985-78.2% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.7pp | 69.5%+20.0pp |
| Annual return | 31.03% | 24.46%+6.6pp | 28.19%+2.8pp | 81.00%-50.0pp |
| Employer contribution / active EE | $1,409 | $1,894-25.6% | $2,521-44.1% | $2,440-42.3% |
| Participant deferral / active EE | $3,424 | $3,270+4.7% | $4,049-15.4% | $3,607-5.1% |
| Admin fee / account holder | $768 | $5,055-84.8% | $7,497-89.8% | $5,124-85.0% |