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 | $19,392 | $162,781-88.1% | $133,956-85.5% | $158,922-87.8% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 25.53% | 41.94%-16.4pp | 45.09%-19.6pp | 302.83%-277.3pp |
| Employer contribution / active EE | $3,568 | $4,975-28.3% | $3,919-9.0% | $4,761-25.1% |
| Participant deferral / active EE | $6,542 | $5,911+10.7% | $5,048+29.6% | $5,982+9.4% |
| Admin fee / account holder | $4,428 | $11,736-62.3% | $8,927-50.4% | $11,246-60.6% |