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 7-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 | $18,969 | $86,929-78.2% | $102,423-81.5% | $80,856-76.5% |
| Participation rate | 75.7% | 72.4%+3.3pp | 76.5%-0.8pp | 67.6%+8.0pp |
| Annual return | 15.24% | 18.88%-3.6pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,205 | $2,369-49.2% | $3,023-60.2% | $2,755-56.3% |
| Participant deferral / active EE | $3,530 | $4,118-14.3% | $5,053-30.1% | $4,296-17.8% |
| Admin fee / account holder | $2,721 | $8,049-66.2% | $9,451-71.2% | $6,918-60.7% |