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 | $28,602 | $94,031-69.6% | $115,768-75.3% | $82,448-65.3% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.4%+5.6pp | 68.1%+11.9pp |
| Annual return | 27.66% | 20.61%+7.1pp | 100.46%-72.8pp | 41.64%-14.0pp |
| Employer contribution / active EE | $1,639 | $2,323-29.5% | $2,940-44.3% | $2,551-35.8% |
| Participant deferral / active EE | $4,208 | $3,972+5.9% | $4,917-14.4% | $4,139+1.7% |
| Admin fee / account holder | $814 | $10,249-92.1% | $12,439-93.5% | $7,234-88.7% |