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 | $15,768 | $76,367-79.4% | $93,606-83.2% | $72,985-78.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 30.44% | 25.82%+4.6pp | 32.76%-2.3pp | 81.00%-50.6pp |
| Employer contribution / active EE | $3,538 | $2,275+55.5% | $2,718+30.2% | $2,440+45.0% |
| Participant deferral / active EE | $4,467 | $3,538+26.3% | $4,069+9.8% | $3,607+23.8% |
| Admin fee / account holder | $1,239 | $6,838-81.9% | $7,888-84.3% | $5,124-75.8% |