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 | $15,542 | $109,413-85.8% | $156,263-90.1% | $84,808-81.7% |
| Participation rate | 95.5% | 72.7%+22.8pp | 78.9%+16.5pp | 68.3%+27.1pp |
| Annual return | 18.80% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,474 | $2,907-14.9% | $4,333-42.9% | $2,631-6.0% |
| Participant deferral / active EE | $2,827 | $4,590-38.4% | $6,158-54.1% | $4,212-32.9% |
| Admin fee / account holder | $489 | $9,357-94.8% | $14,255-96.6% | $7,344-93.3% |