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 9-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 | $24,823 | $95,803-74.1% | $113,168-78.1% | $84,808-70.7% |
| Participation rate | 79.3% | 72.9%+6.4pp | 76.6%+2.7pp | 68.3%+11.0pp |
| Annual return | 18.93% | 25.00%-6.1pp | 24.27%-5.3pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,414 | $2,360-40.1% | $2,975-52.5% | $2,631-46.2% |
| Participant deferral / active EE | $3,572 | $4,242-15.8% | $5,107-30.1% | $4,212-15.2% |
| Admin fee / account holder | $3,095 | $8,989-65.6% | $12,068-74.4% | $7,344-57.9% |