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 | $11,461 | $98,750-88.4% | $149,696-92.3% | $79,858-85.6% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.7pp |
| Annual return | 26.15% | 27.43%-1.3pp | 276.60%-250.4pp | 31.71%-5.6pp |
| Employer contribution / active EE | $1,770 | $3,216-45.0% | $4,644-61.9% | $2,471-28.4% |
| Participant deferral / active EE | $4,082 | $5,680-28.1% | $6,842-40.3% | $3,740+9.1% |
| Admin fee / account holder | $1,752 | $6,053-71.1% | $9,309-81.2% | $5,306-67.0% |