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 | $15,342 | $68,573-77.6% | $120,368-87.3% | $80,874-81.0% |
| Participation rate | 77.0% | 61.6%+15.4pp | 71.9%+5.1pp | 67.6%+9.4pp |
| Annual return | 13.56% | 23.61%-10.0pp | 107.26%-93.7pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,588 | $2,052-22.6% | $3,465-54.2% | $2,756-42.4% |
| Participant deferral / active EE | $2,432 | $3,174-23.4% | $4,991-51.3% | $4,297-43.4% |
| Admin fee / account holder | $456 | $5,734-92.1% | $9,429-95.2% | $6,935-93.4% |