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 | $15,448 | $72,277-78.6% | $101,248-84.7% | $79,858-80.7% |
| Participation rate | 77.6% | 68.5%+9.2pp | 75.8%+1.8pp | 69.6%+8.0pp |
| Annual return | 32.31% | 22.30%+10.0pp | 46.47%-14.2pp | 31.71%+0.6pp |
| Employer contribution / active EE | $2,368 | $2,692-12.0% | $3,660-35.3% | $2,471-4.2% |
| Participant deferral / active EE | $3,968 | $3,282+20.9% | $4,370-9.2% | $3,740+6.1% |
| Admin fee / account holder | $1,088 | $4,400-75.3% | $5,945-81.7% | $5,306-79.5% |