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 | $17,766 | $99,985-82.2% | $146,665-87.9% | $85,850-79.3% |
| Participation rate | 76.8% | 73.1%+3.7pp | 80.1%-3.3pp | 69.3%+7.5pp |
| Annual return | 32.06% | 18.93%+13.1pp | 22.74%+9.3pp | 318.53%-286.5pp |
| Employer contribution / active EE | $1,653 | $2,559-35.4% | $4,136-60.0% | $2,565-35.5% |
| Participant deferral / active EE | $3,287 | $4,006-17.9% | $5,506-40.3% | $3,952-16.8% |
| Admin fee / account holder | $2,808 | $7,702-63.5% | $10,280-72.7% | $6,260-55.1% |