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 | $15,998 | $109,881-85.4% | $150,045-89.3% | $84,808-81.1% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 18.04% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,356 | $3,561-61.9% | $4,693-71.1% | $2,631-48.5% |
| Participant deferral / active EE | $2,863 | $6,636-56.8% | $7,997-64.2% | $4,212-32.0% |
| Admin fee / account holder | $1,541 | $8,568-82.0% | $13,435-88.5% | $7,344-79.0% |