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 6-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 | $15,296 | $81,460-81.2% | $103,333-85.2% | $80,856-81.1% |
| Participation rate | 85.5% | 66.8%+18.7pp | 74.5%+11.0pp | 67.6%+17.9pp |
| Annual return | 31.22% | 25.55%+5.7pp | 24.88%+6.3pp | 35.59%-4.4pp |
| Employer contribution / active EE | $2,273 | $3,105-26.8% | $3,868-41.2% | $2,755-17.5% |
| Participant deferral / active EE | $5,317 | $3,869+37.4% | $5,057+5.1% | $4,296+23.8% |
| Admin fee / account holder | $3,665 | $6,566-44.2% | $8,355-56.1% | $6,918-47.0% |