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 5-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 | $8,209 | $73,933-88.9% | $96,683-91.5% | $75,163-89.1% |
| Participation rate | 74.5% | 66.4%+8.0pp | 74.3%+0.1pp | 67.2%+7.3pp |
| Annual return | 20.79% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,678 | $2,928-42.7% | $3,737-55.1% | $2,670-37.1% |
| Participant deferral / active EE | $2,319 | $3,659-36.6% | $4,878-52.5% | $4,125-43.8% |
| Admin fee / account holder | $2,606 | $5,216-50.0% | $6,730-61.3% | $5,651-53.9% |