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 | $23,132 | $86,286-73.2% | $111,297-79.2% | $85,850-73.1% |
| Participation rate | 85.4% | 73.3%+12.0pp | 77.3%+8.1pp | 69.3%+16.1pp |
| Annual return | 12.80% | 19.99%-7.2pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,939 | $2,043+43.9% | $2,731+7.6% | $2,565+14.6% |
| Participant deferral / active EE | $4,704 | $3,641+29.2% | $4,487+4.8% | $3,952+19.0% |
| Admin fee / account holder | $2,165 | $8,188-73.6% | $7,964-72.8% | $6,260-65.4% |