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 | $19,858 | $99,985-80.1% | $146,665-86.5% | $85,850-76.9% |
| Participation rate | 94.6% | 73.1%+21.5pp | 80.1%+14.5pp | 69.3%+25.3pp |
| Annual return | 21.96% | 18.93%+3.0pp | 22.74%-0.8pp | 318.53%-296.6pp |
| Employer contribution / active EE | $2,209 | $2,559-13.7% | $4,136-46.6% | $2,565-13.9% |
| Participant deferral / active EE | $4,025 | $4,006+0.5% | $5,506-26.9% | $3,952+1.9% |
| Admin fee / account holder | $656 | $7,702-91.5% | $10,280-93.6% | $6,260-89.5% |