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 | $22,775 | $76,367-70.2% | $93,606-75.7% | $72,985-68.8% |
| Participation rate | 72.7% | 71.7%+1.0pp | 75.8%-3.1pp | 69.5%+3.2pp |
| Annual return | 21.89% | 25.82%-3.9pp | 32.76%-10.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,151 | $2,275-49.4% | $2,718-57.7% | $2,440-52.8% |
| Participant deferral / active EE | $1,888 | $3,538-46.6% | $4,069-53.6% | $3,607-47.7% |
| Admin fee / account holder | $1,956 | $6,838-71.4% | $7,888-75.2% | $5,124-61.8% |