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 | $66,624 | $362,131-81.6% | $285,549-76.7% | $357,791-81.4% |
| Participation rate | 90.9% | 89.8%+1.1pp | 83.2%+7.7pp | 85.6%+5.3pp |
| Annual return | 9.19% | 5.08%+4.1pp | 7.15%+2.0pp | 396.79%-387.6pp |
| Employer contribution / active EE | $3,175 | $5,952-46.7% | $5,022-36.8% | $7,508-57.7% |
| Participant deferral / active EE | $7,545 | $5,478+37.7% | $4,549+65.9% | $5,521+36.7% |
| Admin fee / account holder | $5,362 | $16,774-68.0% | $13,934-61.5% | $28,387-81.1% |