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 | $9,854 | $93,571-89.5% | $135,903-92.7% | $75,163-86.9% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 20.48% | 30.90%-10.4pp | 68.23%-47.8pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,810 | $3,537+7.7% | $4,856-21.5% | $2,670+42.7% |
| Participant deferral / active EE | $7,124 | $6,404+11.2% | $7,758-8.2% | $4,125+72.7% |
| Admin fee / account holder | $1,899 | $6,975-72.8% | $10,762-82.4% | $5,651-66.4% |