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 | $32,475 | $109,413-70.3% | $156,263-79.2% | $84,808-61.7% |
| Participation rate | 93.9% | 72.7%+21.2pp | 78.9%+15.0pp | 68.3%+25.6pp |
| Annual return | 20.21% | 20.18%0pp | 59.47%-39.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,593 | $2,907-45.2% | $4,333-63.2% | $2,631-39.5% |
| Participant deferral / active EE | $4,470 | $4,590-2.6% | $6,158-27.4% | $4,212+6.1% |
| Admin fee / account holder | $728 | $9,357-92.2% | $14,255-94.9% | $7,344-90.1% |