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 | $19,375 | $135,952-85.7% | $123,892-84.4% | $273,961-92.9% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 10.05% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $3,187 | $5,170-38.4% | $4,617-31.0% | $4,869-34.5% |
| Participant deferral / active EE | $4,209 | $6,343-33.6% | $5,984-29.7% | $5,287-20.4% |
| Admin fee / account holder | $360 | $9,817-96.3% | $8,357-95.7% | $10,132-96.5% |