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 | $23,054 | $138,347-83.3% | $184,203-87.5% | $80,856-71.5% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.1pp | 67.6%+24.3pp |
| Annual return | 13.55% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,510 | $7,071+20.3% | $9,131-6.8% | $4,296+98.1% |
| Admin fee / account holder | $1,225 | $10,483-88.3% | $13,901-91.2% | $6,918-82.3% |