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 | $73,787-77.9% | $98,716-83.5% | $82,448-80.2% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.3%+27.8pp | 68.1%+29.0pp |
| Annual return | 18.72% | 18.57%+0.2pp | 31.81%-13.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,807 | $1,511+19.6% | $2,279-20.7% | $2,551-29.1% |
| Participant deferral / active EE | $4,439 | $3,081+44.0% | $4,048+9.7% | $4,139+7.2% |
| Admin fee / account holder | $752 | $6,500-88.4% | $8,703-91.4% | $7,234-89.6% |