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 | $19,369 | $124,319-84.4% | $111,297-82.6% | $167,490-88.4% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 14.86% | 37.44%-22.6pp | 54.65%-39.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,199 | $3,435-65.1% | $2,731-56.1% | $4,837-75.2% |
| Participant deferral / active EE | $3,214 | $5,180-38.0% | $4,487-28.4% | $6,341-49.3% |
| Admin fee / account holder | $1,789 | $10,618-83.2% | $7,964-77.5% | $12,309-85.5% |