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 | $27,346 | $86,929-68.5% | $102,423-73.3% | $80,856-66.2% |
| Participation rate | 80.3% | 72.4%+7.9pp | 76.5%+3.8pp | 67.6%+12.7pp |
| Annual return | 15.82% | 18.88%-3.1pp | 29.32%-13.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,962 | $2,369-17.2% | $3,023-35.1% | $2,755-28.8% |
| Participant deferral / active EE | $4,180 | $4,118+1.5% | $5,053-17.3% | $4,296-2.7% |
| Admin fee / account holder | $532 | $8,049-93.4% | $9,451-94.4% | $6,918-92.3% |