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 | $29,298 | $95,803-69.4% | $113,168-74.1% | $84,808-65.5% |
| Participation rate | 92.0% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.7pp |
| Annual return | 16.80% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,592 | $2,360+9.8% | $2,975-12.9% | $2,631-1.5% |
| Participant deferral / active EE | $2,618 | $4,242-38.3% | $5,107-48.7% | $4,212-37.8% |
| Admin fee / account holder | $5,565 | $8,989-38.1% | $12,068-53.9% | $7,344-24.2% |