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 9-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 | $17,301 | $63,355-72.7% | $91,989-81.2% | $72,985-76.3% |
| Participation rate | 79.1% | 72.5%+6.6pp | 78.6%+0.5pp | 69.5%+9.6pp |
| Annual return | 77.61% | 35.35%+42.3pp | 69.02%+8.6pp | 81.00%-3.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,067 | $4,883+44.7% | $5,923+19.3% | $3,607+95.9% |
| Admin fee / account holder | $2,244 | $4,668-51.9% | $7,743-71.0% | $5,124-56.2% |