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 | $32,451 | $125,758-74.2% | $169,993-80.9% | $75,163-56.8% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 16.17% | 27.20%-11.0pp | 53.37%-37.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,470 | $4,615-46.5% | $6,785-63.6% | $2,670-7.5% |
| Participant deferral / active EE | $3,908 | $6,837-42.8% | $10,408-62.5% | $4,125-5.3% |
| Admin fee / account holder | $3,730 | $8,173-54.4% | $12,815-70.9% | $5,651-34.0% |