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 | $41,830 | $148,978-71.9% | $200,582-79.1% | $84,808-50.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.78% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,286 | $4,815-52.5% | $6,419-64.4% | $2,631-13.1% |
| Participant deferral / active EE | $3,634 | $7,142-49.1% | $9,331-61.1% | $4,212-13.7% |
| Admin fee / account holder | $3,292 | $13,977-76.4% | $16,305-79.8% | $7,344-55.2% |