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 | $23,345 | $109,881-78.8% | $150,045-84.4% | $84,808-72.5% |
| Participation rate | 87.8% | 76.1%+11.7pp | 82.3%+5.4pp | 68.3%+19.4pp |
| Annual return | 18.26% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $865 | $3,561-75.7% | $4,693-81.6% | $2,631-67.1% |
| Participant deferral / active EE | $2,895 | $6,636-56.4% | $7,997-63.8% | $4,212-31.3% |
| Admin fee / account holder | $1,527 | $8,568-82.2% | $13,435-88.6% | $7,344-79.2% |