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 | $25,396 | $176,812-85.6% | $146,665-82.7% | $167,490-84.8% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 47.32% | 24.03%+23.3pp | 22.74%+24.6pp | 478.56%-431.2pp |
| Employer contribution / active EE | $2,225 | $5,160-56.9% | $4,136-46.2% | $4,837-54.0% |
| Participant deferral / active EE | $4,399 | $6,440-31.7% | $5,506-20.1% | $6,341-30.6% |
| Admin fee / account holder | $1,138 | $13,259-91.4% | $10,280-88.9% | $12,309-90.8% |