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 | $17,094 | $110,257-84.5% | $96,544-82.3% | $139,434-87.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 22.30% | 26.32%-4.0pp | 25.84%-3.5pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,202 | $3,620-66.8% | $2,965-59.4% | $4,751-74.7% |
| Participant deferral / active EE | $7,342 | $5,548+32.3% | $4,851+51.3% | $6,710+9.4% |
| Admin fee / account holder | $1,800 | $11,591-84.5% | $8,252-78.2% | $11,403-84.2% |