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 | $12,711 | $70,475-82.0% | $100,516-87.4% | $79,858-84.1% |
| Participation rate | 89.7% | 73.7%+16.0pp | 79.4%+10.3pp | 69.6%+20.0pp |
| Annual return | 23.26% | 21.90%+1.4pp | 30.89%-7.6pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,559 | $2,165-28.0% | $3,418-54.4% | $2,471-36.9% |
| Participant deferral / active EE | $3,595 | $5,181-30.6% | $6,270-42.7% | $3,740-3.9% |
| Admin fee / account holder | $675 | $4,478-84.9% | $8,081-91.7% | $5,306-87.3% |