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 | $12,163 | $72,277-83.2% | $101,248-88.0% | $79,858-84.8% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 22.76% | 22.30%+0.5pp | 46.47%-23.7pp | 31.71%-9.0pp |
| Employer contribution / active EE | $935 | $2,692-65.3% | $3,660-74.5% | $2,471-62.2% |
| Participant deferral / active EE | $2,615 | $3,282-20.3% | $4,370-40.2% | $3,740-30.1% |
| Admin fee / account holder | $532 | $4,400-87.9% | $5,945-91.0% | $5,306-90.0% |