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 | $12,188 | $127,777-90.5% | $106,548-88.6% | $167,490-92.7% |
| Participation rate | 82.4% | 78.3%+4.1pp | 76.1%+6.2pp | 82.1%+0.2pp |
| Annual return | 15.89% | 33.87%-18.0pp | 26.80%-10.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,093 | $3,427-38.9% | $2,819-25.7% | $4,837-56.7% |
| Participant deferral / active EE | $3,205 | $5,087-37.0% | $4,398-27.1% | $6,341-49.5% |
| Admin fee / account holder | $2,422 | $11,228-78.4% | $7,407-67.3% | $12,309-80.3% |