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 | $18,270 | $106,749-82.9% | $145,433-87.4% | $82,448-77.8% |
| Participation rate | 93.2% | 75.6%+17.6pp | 82.1%+11.1pp | 68.1%+25.2pp |
| Annual return | 19.77% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,342 | $3,444-32.0% | $4,554-48.6% | $2,551-8.2% |
| Participant deferral / active EE | $4,241 | $6,519-34.9% | $7,897-46.3% | $4,139+2.5% |
| Admin fee / account holder | $765 | $8,390-90.9% | $13,129-94.2% | $7,234-89.4% |