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 | $17,070 | $165,335-89.7% | $149,696-88.6% | $158,922-89.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 31.85% | 348.15%-316.3pp | 276.60%-244.8pp | 302.83%-271.0pp |
| Employer contribution / active EE | $3,367 | $5,103-34.0% | $4,644-27.5% | $4,761-29.3% |
| Participant deferral / active EE | $6,390 | $7,181-11.0% | $6,842-6.6% | $5,982+6.8% |
| Admin fee / account holder | $3,091 | $10,807-71.4% | $9,309-66.8% | $11,246-72.5% |