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 | $19,737 | $98,750-80.0% | $149,696-86.8% | $79,858-75.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 29.02% | 27.43%+1.6pp | 276.60%-247.6pp | 31.71%-2.7pp |
| Employer contribution / active EE | $3,624 | $3,216+12.7% | $4,644-22.0% | $2,471+46.7% |
| Participant deferral / active EE | $4,670 | $5,680-17.8% | $6,842-31.7% | $3,740+24.9% |
| Admin fee / account holder | $940 | $6,053-84.5% | $9,309-89.9% | $5,306-82.3% |