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 | $16,806 | $127,065-86.8% | $113,168-85.1% | $142,382-88.2% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 24.33% | 24.03%+0.3pp | 24.27%+0.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,502 | $3,442-27.3% | $2,975-15.9% | $4,299-41.8% |
| Participant deferral / active EE | $4,040 | $5,716-29.3% | $5,107-20.9% | $6,507-37.9% |
| Admin fee / account holder | $707 | $15,736-95.5% | $12,068-94.1% | $12,624-94.4% |