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 | $30,479 | $82,032-62.8% | $123,104-75.2% | $59,632-48.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 86.8%-3.4pp | 68.7%+14.7pp |
| Annual return | 19.25% | 5.12%+14.1pp | 13.22%+6.0pp | 2041.28%-2022.0pp |
| Employer contribution / active EE | $2,564 | $3,297-22.2% | $5,151-50.2% | $2,203+16.4% |
| Participant deferral / active EE | $4,317 | $4,667-7.5% | $6,230-30.7% | $3,192+35.3% |
| Admin fee / account holder | $5,369 | $5,881-8.7% | $9,015-40.4% | $4,297+24.9% |