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 | $22,624 | $94,625-76.1% | $116,228-80.5% | $84,808-73.3% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.6%+23.1pp | 68.3%+29.3pp |
| Annual return | 13.83% | 20.40%-6.6pp | 90.06%-76.2pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,123 | $2,347-52.1% | $2,994-62.5% | $2,631-57.3% |
| Participant deferral / active EE | $4,406 | $3,972+10.9% | $4,953-11.1% | $4,212+4.6% |
| Admin fee / account holder | $1,876 | $10,091-81.4% | $11,989-84.4% | $7,344-74.5% |