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 | $19,765 | $86,944-77.3% | $107,525-81.6% | $74,304-73.4% |
| Participation rate | 90.7% | 59.6%+31.1pp | 75.1%+15.6pp | 60.3%+30.3pp |
| Annual return | 35.18% | 23.52%+11.7pp | 181.32%-146.1pp | 29.43%+5.7pp |
| Employer contribution / active EE | $2,913 | $2,757+5.7% | $3,754-22.4% | $2,241+30.0% |
| Participant deferral / active EE | $5,837 | $3,554+64.2% | $5,116+14.1% | $3,767+55.0% |
| Admin fee / account holder | $2,411 | $3,727-35.3% | $8,919-73.0% | $2,969-18.8% |