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 6-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 | $12,834 | $72,277-82.2% | $101,248-87.3% | $79,858-83.9% |
| Participation rate | 88.8% | 68.5%+20.3pp | 75.8%+12.9pp | 69.6%+19.1pp |
| Annual return | 23.90% | 22.30%+1.6pp | 46.47%-22.6pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,000 | $2,692-25.7% | $3,660-45.3% | $2,471-19.0% |
| Participant deferral / active EE | $2,945 | $3,282-10.3% | $4,370-32.6% | $3,740-21.3% |
| Admin fee / account holder | $1,168 | $4,400-73.5% | $5,945-80.4% | $5,306-78.0% |