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 9-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 | $16,299 | $74,927-78.2% | $101,794-84.0% | $84,808-80.8% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.2%+27.9pp | 68.3%+28.7pp |
| Annual return | 18.72% | 18.70%0pp | 30.53%-11.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,807 | $1,522+18.8% | $2,289-21.0% | $2,631-31.3% |
| Participant deferral / active EE | $4,439 | $3,099+43.2% | $4,084+8.7% | $4,212+5.4% |
| Admin fee / account holder | $752 | $6,514-88.5% | $8,777-91.4% | $7,344-89.8% |