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 | $33,329 | $95,803-65.2% | $113,168-70.5% | $84,808-60.7% |
| Participation rate | 98.1% | 72.9%+25.2pp | 76.6%+21.5pp | 68.3%+29.8pp |
| Annual return | 28.45% | 25.00%+3.4pp | 24.27%+4.2pp | 40.90%-12.4pp |
| Employer contribution / active EE | $3,355 | $2,360+42.2% | $2,975+12.8% | $2,631+27.5% |
| Participant deferral / active EE | $2,030 | $4,242-52.2% | $5,107-60.3% | $4,212-51.8% |
| Admin fee / account holder | $734 | $8,989-91.8% | $12,068-93.9% | $7,344-90.0% |