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 | $15,501 | $109,881-85.9% | $150,045-89.7% | $84,808-81.7% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 20.86% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,046 | $3,561-70.6% | $4,693-77.7% | $2,631-60.2% |
| Participant deferral / active EE | $3,586 | $6,636-46.0% | $7,997-55.2% | $4,212-14.9% |
| Admin fee / account holder | $564 | $8,568-93.4% | $13,435-95.8% | $7,344-92.3% |