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 9-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 | $22,541 | $94,625-76.2% | $116,228-80.6% | $84,808-73.4% |
| Participation rate | 88.5% | 70.4%+18.1pp | 74.6%+14.0pp | 68.3%+20.2pp |
| Annual return | 15.92% | 20.40%-4.5pp | 90.06%-74.1pp | 40.90%-25.0pp |
| Employer contribution / active EE | $783 | $2,347-66.6% | $2,994-73.9% | $2,631-70.2% |
| Participant deferral / active EE | $2,921 | $3,972-26.5% | $4,953-41.0% | $4,212-30.6% |
| Admin fee / account holder | $1,799 | $10,091-82.2% | $11,989-85.0% | $7,344-75.5% |