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 9-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 | $25,135 | $176,812-85.8% | $146,665-82.9% | $167,490-85.0% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 11.73% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $3,123 | $5,160-39.5% | $4,136-24.5% | $4,837-35.4% |
| Participant deferral / active EE | $8,126 | $6,440+26.2% | $5,506+47.6% | $6,341+28.1% |
| Admin fee / account holder | $1,094 | $13,259-91.7% | $10,280-89.4% | $12,309-91.1% |