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 8-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 | $33,963 | $138,347-75.5% | $184,203-81.6% | $80,856-58.0% |
| Participation rate | 84.1% | 83.9%+0.3pp | 86.8%-2.7pp | 67.6%+16.5pp |
| Annual return | 12.99% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,814 | $4,850-42.0% | $6,427-56.2% | $2,755+2.1% |
| Participant deferral / active EE | $4,026 | $7,071-43.1% | $9,131-55.9% | $4,296-6.3% |
| Admin fee / account holder | $1,527 | $10,483-85.4% | $13,901-89.0% | $6,918-77.9% |