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 6-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 | $18,856 | $86,286-78.1% | $111,297-83.1% | $85,850-78.0% |
| Participation rate | 90.0% | 73.3%+16.7pp | 77.3%+12.7pp | 69.3%+20.7pp |
| Annual return | 18.42% | 19.99%-1.6pp | 54.65%-36.2pp | 318.53%-300.1pp |
| Employer contribution / active EE | $2,195 | $2,043+7.4% | $2,731-19.6% | $2,565-14.4% |
| Participant deferral / active EE | $3,832 | $3,641+5.3% | $4,487-14.6% | $3,952-3.0% |
| Admin fee / account holder | $322 | $8,188-96.1% | $7,964-96.0% | $6,260-94.9% |