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 | $21,032 | $78,422-73.2% | $95,952-78.1% | $79,858-73.7% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.5pp |
| Annual return | 24.11% | 19.37%+4.7pp | 91.61%-67.5pp | 31.71%-7.6pp |
| Employer contribution / active EE | $2,052 | $1,945+5.5% | $2,541-19.2% | $2,471-16.9% |
| Participant deferral / active EE | $3,614 | $3,440+5.1% | $4,167-13.3% | $3,740-3.4% |
| Admin fee / account holder | $1,202 | $5,622-78.6% | $6,795-82.3% | $5,306-77.4% |