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 | $19,546 | $98,750-80.2% | $149,696-86.9% | $79,858-75.5% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 26.89% | 27.43%-0.5pp | 276.60%-249.7pp | 31.71%-4.8pp |
| Employer contribution / active EE | $2,180 | $3,216-32.2% | $4,644-53.1% | $2,471-11.8% |
| Participant deferral / active EE | $4,150 | $5,680-26.9% | $6,842-39.3% | $3,740+11.0% |
| Admin fee / account holder | $1,229 | $6,053-79.7% | $9,309-86.8% | $5,306-76.8% |