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 | $38,132 | $123,793-69.2% | $177,821-78.6% | $79,858-52.3% |
| Participation rate | 94.4% | 84.7%+9.8pp | 87.7%+6.7pp | 69.6%+24.8pp |
| Annual return | 29.35% | 22.82%+6.5pp | 48.32%-19.0pp | 31.71%-2.4pp |
| Employer contribution / active EE | $5,611 | $4,095+37.0% | $5,918-5.2% | $2,471+127.1% |
| Participant deferral / active EE | $13,298 | $5,956+123.3% | $7,714+72.4% | $3,740+255.6% |
| Admin fee / account holder | $2,403 | $7,243-66.8% | $12,427-80.7% | $5,306-54.7% |