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 | $18,214 | $89,355-79.6% | $141,162-87.1% | $72,985-75.0% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 37.40% | 111.85%-74.5pp | 71.39%-34.0pp | 81.00%-43.6pp |
| Employer contribution / active EE | $3,146 | $3,114+1.0% | $4,735-33.6% | $2,440+28.9% |
| Participant deferral / active EE | $5,750 | $5,418+6.1% | $6,709-14.3% | $3,607+59.4% |
| Admin fee / account holder | $2,288 | $5,958-61.6% | $10,261-77.7% | $5,124-55.4% |