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 8-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 | $16,384 | $152,587-89.3% | $125,175-86.9% | $152,861-89.3% |
| Participation rate | 90.5% | 83.3%+7.1pp | 79.8%+10.7pp | 82.4%+8.0pp |
| Annual return | 24.69% | 54.84%-30.2pp | 43.79%-19.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,754 | $4,946-64.5% | $3,865-54.6% | $4,762-63.2% |
| Participant deferral / active EE | $2,806 | $5,868-52.2% | $4,937-43.2% | $5,850-52.0% |
| Admin fee / account holder | $325 | $13,434-97.6% | $9,702-96.6% | $11,596-97.2% |