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 | $23,666 | $109,359-78.4% | $162,163-85.4% | $72,985-67.6% |
| Participation rate | 73.1% | 84.3%-11.2pp | 87.6%-14.5pp | 69.5%+3.6pp |
| Annual return | 24.34% | 25.46%-1.1pp | 115.59%-91.3pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,055 | $3,907-47.4% | $5,614-63.4% | $2,440-15.8% |
| Participant deferral / active EE | $3,293 | $5,481-39.9% | $7,298-54.9% | $3,607-8.7% |
| Admin fee / account holder | $501 | $7,972-93.7% | $10,843-95.4% | $5,124-90.2% |