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 | $19,792 | $165,335-88.0% | $149,696-86.8% | $158,922-87.5% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 29.48% | 348.15%-318.7pp | 276.60%-247.1pp | 302.83%-273.3pp |
| Employer contribution / active EE | $1,592 | $5,103-68.8% | $4,644-65.7% | $4,761-66.6% |
| Participant deferral / active EE | $4,598 | $7,181-36.0% | $6,842-32.8% | $5,982-23.1% |
| Admin fee / account holder | $777 | $10,807-92.8% | $9,309-91.7% | $11,246-93.1% |