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 | $12,724 | $115,882-89.0% | $100,516-87.3% | $158,922-92.0% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 14.85% | 34.79%-19.9pp | 30.89%-16.0pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,070 | $4,103-49.6% | $3,418-39.4% | $4,761-56.5% |
| Participant deferral / active EE | $2,787 | $6,674-58.2% | $6,270-55.5% | $5,982-53.4% |
| Admin fee / account holder | $2,522 | $10,995-77.1% | $8,081-68.8% | $11,246-77.6% |