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 | $16,402 | $178,174-90.8% | $156,181-89.5% | $137,256-88.0% |
| Participation rate | 90.5% | 82.0%+8.4pp | 78.8%+11.6pp | 80.0%+10.5pp |
| Annual return | 17.52% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,892 | $4,972-61.9% | $4,294-55.9% | $4,156-54.5% |
| Participant deferral / active EE | $4,510 | $6,888-34.5% | $6,132-26.5% | $6,407-29.6% |
| Admin fee / account holder | $482 | $17,404-97.2% | $14,586-96.7% | $12,270-96.1% |