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 | $8,995 | $94,625-90.5% | $116,228-92.3% | $84,808-89.4% |
| Participation rate | 87.9% | 70.4%+17.5pp | 74.6%+13.4pp | 68.3%+19.6pp |
| Annual return | 17.76% | 20.40%-2.6pp | 90.06%-72.3pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,529 | $2,347-34.8% | $2,994-48.9% | $2,631-41.9% |
| Participant deferral / active EE | $2,742 | $3,972-31.0% | $4,953-44.7% | $4,212-34.9% |
| Admin fee / account holder | $1,794 | $10,091-82.2% | $11,989-85.0% | $7,344-75.6% |