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 | $15,095 | $74,927-79.9% | $101,794-85.2% | $84,808-82.2% |
| Participation rate | 80.4% | 61.4%+19.0pp | 69.2%+11.3pp | 68.3%+12.1pp |
| Annual return | 20.86% | 18.70%+2.2pp | 30.53%-9.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,606 | $1,522+5.6% | $2,289-29.8% | $2,631-38.9% |
| Participant deferral / active EE | $2,994 | $3,099-3.4% | $4,084-26.7% | $4,212-28.9% |
| Admin fee / account holder | $364 | $6,514-94.4% | $8,777-95.9% | $7,344-95.0% |