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 | $22,124 | $77,660-71.5% | $109,143-79.7% | $79,386-72.1% |
| Participation rate | 86.6% | 67.8%+18.8pp | 75.9%+10.7pp | 70.7%+15.9pp |
| Annual return | 15.07% | 23.44%-8.4pp | 25.75%-10.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,335 | $2,797-52.3% | $3,722-64.1% | $2,427-45.0% |
| Participant deferral / active EE | $3,589 | $3,518+2.0% | $4,653-22.9% | $4,046-11.3% |
| Admin fee / account holder | $2,941 | $732+301.6% | $6,752-56.5% | $626+369.4% |