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 | $21,734 | $162,781-86.6% | $133,956-83.8% | $158,922-86.3% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 23.26% | 41.94%-18.7pp | 45.09%-21.8pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,500 | $4,975-49.7% | $3,919-36.2% | $4,761-47.5% |
| Participant deferral / active EE | $4,241 | $5,911-28.3% | $5,048-16.0% | $5,982-29.1% |
| Admin fee / account holder | $585 | $11,736-95.0% | $8,927-93.5% | $11,246-94.8% |