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 | $17,967 | $74,927-76.0% | $101,794-82.3% | $84,808-78.8% |
| Participation rate | 74.3% | 61.4%+12.9pp | 69.2%+5.1pp | 68.3%+6.0pp |
| Annual return | 20.34% | 18.70%+1.6pp | 30.53%-10.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,003 | $1,522+31.6% | $2,289-12.5% | $2,631-23.9% |
| Participant deferral / active EE | $5,132 | $3,099+65.6% | $4,084+25.7% | $4,212+21.9% |
| Admin fee / account holder | $2,479 | $6,514-61.9% | $8,777-71.8% | $7,344-66.2% |