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 9-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 | $41,653 | $146,267-71.5% | $197,124-78.9% | $82,448-49.5% |
| Participation rate | 98.0% | 84.0%+14.0pp | 86.7%+11.3pp | 68.1%+29.9pp |
| Annual return | 18.64% | 29.61%-11.0pp | 44.34%-25.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,998 | $4,723-36.5% | $6,227-51.9% | $2,551+17.5% |
| Participant deferral / active EE | $7,611 | $7,035+8.2% | $9,135-16.7% | $4,139+83.9% |
| Admin fee / account holder | $414 | $14,422-97.1% | $16,298-97.5% | $7,234-94.3% |