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 | $22,572 | $89,753-74.9% | $107,525-79.0% | $84,808-73.4% |
| Participation rate | 97.2% | 68.1%+29.2pp | 75.1%+22.1pp | 68.3%+28.9pp |
| Annual return | 14.52% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,500 | $3,113-51.8% | $3,754-60.0% | $2,631-43.0% |
| Participant deferral / active EE | $4,857 | $4,056+19.7% | $5,116-5.1% | $4,212+15.3% |
| Admin fee / account holder | $2,349 | $7,222-67.5% | $8,919-73.7% | $7,344-68.0% |