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 | $9,328 | $91,037-89.8% | $71,671-87.0% | $147,584-93.7% |
| Participation rate | 81.3% | 76.1%+5.1pp | 68.7%+12.5pp | 82.8%-1.6pp |
| Annual return | 21.07% | 20.48%+0.6pp | 20.65%+0.4pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,525 | $3,327-54.2% | $2,460-38.0% | $4,876-68.7% |
| Participant deferral / active EE | $3,338 | $4,498-25.8% | $3,438-2.9% | $5,439-38.6% |
| Admin fee / account holder | $704 | $8,613-91.8% | $5,558-87.3% | $10,885-93.5% |