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 | $19,895 | $89,753-77.8% | $107,525-81.5% | $84,808-76.5% |
| Participation rate | 75.8% | 68.1%+7.7pp | 75.1%+0.7pp | 68.3%+7.4pp |
| Annual return | 19.12% | 29.48%-10.4pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,933 | $3,113-37.9% | $3,754-48.5% | $2,631-26.5% |
| Participant deferral / active EE | $4,618 | $4,056+13.8% | $5,116-9.7% | $4,212+9.6% |
| Admin fee / account holder | $1,777 | $7,222-75.4% | $8,919-80.1% | $7,344-75.8% |