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 | $37,306 | $138,347-73.0% | $184,203-79.7% | $80,856-53.9% |
| Participation rate | 72.5% | 83.9%-11.3pp | 86.8%-14.3pp | 67.6%+4.9pp |
| Annual return | 12.90% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,766 | $4,850-43.0% | $6,427-57.0% | $2,755+0.4% |
| Participant deferral / active EE | $3,865 | $7,071-45.3% | $9,131-57.7% | $4,296-10.0% |
| Admin fee / account holder | $1,619 | $10,483-84.6% | $13,901-88.4% | $6,918-76.6% |