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 | $19,068 | $101,724-81.3% | $164,813-88.4% | $80,856-76.4% |
| Participation rate | 97.8% | 71.8%+26.0pp | 78.6%+19.2pp | 67.6%+30.2pp |
| Annual return | 15.68% | 16.72%-1.0pp | 69.93%-54.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,282 | $2,953-22.7% | $4,341-47.4% | $2,755-17.2% |
| Participant deferral / active EE | $2,701 | $4,477-39.7% | $6,031-55.2% | $4,296-37.1% |
| Admin fee / account holder | $4,603 | $8,227-44.1% | $12,690-63.7% | $6,918-33.5% |