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 | $13,086 | $148,534-91.2% | $135,903-90.4% | $139,434-90.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 26.31% | 79.19%-52.9pp | 68.23%-41.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,403 | $5,243-54.2% | $4,856-50.5% | $4,751-49.4% |
| Participant deferral / active EE | $4,793 | $8,100-40.8% | $7,758-38.2% | $6,710-28.6% |
| Admin fee / account holder | $2,284 | $12,400-81.6% | $10,762-78.8% | $11,403-80.0% |