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 | $19,772 | $91,552-78.4% | $133,956-85.2% | $79,858-75.2% |
| Participation rate | 71.9% | 73.3%-1.5pp | 79.8%-8.0pp | 69.6%+2.2pp |
| Annual return | 30.60% | 61.85%-31.2pp | 45.09%-14.5pp | 31.71%-1.1pp |
| Employer contribution / active EE | $1,522 | $2,384-36.1% | $3,919-61.2% | $2,471-38.4% |
| Participant deferral / active EE | $2,302 | $3,733-38.3% | $5,048-54.4% | $3,740-38.4% |
| Admin fee / account holder | $1,038 | $6,321-83.6% | $8,927-88.4% | $5,306-80.4% |