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 | $24,706 | $80,968-69.5% | $96,544-74.4% | $75,163-67.1% |
| Participation rate | 81.8% | 71.8%+10.1pp | 76.0%+5.9pp | 67.2%+14.6pp |
| Annual return | 22.67% | 27.06%-4.4pp | 25.84%-3.2pp | 160.62%-137.9pp |
| Employer contribution / active EE | $4,622 | $2,282+102.5% | $2,965+55.9% | $2,670+73.1% |
| Participant deferral / active EE | $8,907 | $3,928+126.7% | $4,851+83.6% | $4,125+115.9% |
| Admin fee / account holder | $2,817 | $6,724-58.1% | $8,252-65.9% | $5,651-50.1% |