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 | $13,538 | $66,402-79.6% | $109,895-87.7% | $85,850-84.2% |
| Participation rate | 85.2% | 63.9%+21.3pp | 74.2%+11.0pp | 69.3%+15.9pp |
| Annual return | 18.84% | 19.59%-0.8pp | 29.45%-10.6pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,749 | $1,687+3.6% | $2,842-38.5% | $2,565-31.8% |
| Participant deferral / active EE | $2,978 | $2,842+4.8% | $4,048-26.4% | $3,952-24.7% |
| Admin fee / account holder | $417 | $4,557-90.9% | $6,066-93.1% | $6,260-93.3% |