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 | $14,020 | $124,319-88.7% | $111,297-87.4% | $167,490-91.6% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 17.81% | 37.44%-19.6pp | 54.65%-36.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $2,116 | $3,435-38.4% | $2,731-22.5% | $4,837-56.3% |
| Participant deferral / active EE | $6,245 | $5,180+20.5% | $4,487+39.2% | $6,341-1.5% |
| Admin fee / account holder | $4,772 | $10,618-55.1% | $7,964-40.1% | $12,309-61.2% |