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 | $15,820 | $127,065-87.6% | $113,168-86.0% | $142,382-88.9% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 14.72% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,276 | $3,442-62.9% | $2,975-57.1% | $4,299-70.3% |
| Participant deferral / active EE | $2,149 | $5,716-62.4% | $5,107-57.9% | $6,507-67.0% |
| Admin fee / account holder | $1,474 | $15,736-90.6% | $12,068-87.8% | $12,624-88.3% |