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 | $17,589 | $165,335-89.4% | $149,696-88.3% | $158,922-88.9% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 33.87% | 348.15%-314.3pp | 276.60%-242.7pp | 302.83%-269.0pp |
| Employer contribution / active EE | $2,797 | $5,103-45.2% | $4,644-39.8% | $4,761-41.2% |
| Participant deferral / active EE | $4,135 | $7,181-42.4% | $6,842-39.6% | $5,982-30.9% |
| Admin fee / account holder | $918 | $10,807-91.5% | $9,309-90.1% | $11,246-91.8% |