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 | $124,425-87.3% | $112,040-85.9% | $137,256-88.5% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 14.72% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,276 | $3,411-62.6% | $2,954-56.8% | $4,156-69.3% |
| Participant deferral / active EE | $2,149 | $5,718-62.4% | $5,098-57.8% | $6,407-66.5% |
| Admin fee / account holder | $1,474 | $15,207-90.3% | $12,098-87.8% | $12,270-88.0% |