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 7-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 | $17,437 | $109,413-84.1% | $156,263-88.8% | $84,808-79.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.21% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,968 | $2,907-32.3% | $4,333-54.6% | $2,631-25.2% |
| Participant deferral / active EE | $3,682 | $4,590-19.8% | $6,158-40.2% | $4,212-12.6% |
| Admin fee / account holder | $2,047 | $9,357-78.1% | $14,255-85.6% | $7,344-72.1% |