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 | $12,547 | $93,571-86.6% | $135,903-90.8% | $75,163-83.3% |
| Participation rate | 93.2% | 75.2%+18.0pp | 81.9%+11.3pp | 67.2%+26.0pp |
| Annual return | 19.08% | 30.90%-11.8pp | 68.23%-49.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,360 | $3,537-33.3% | $4,856-51.4% | $2,670-11.6% |
| Participant deferral / active EE | $3,865 | $6,404-39.6% | $7,758-50.2% | $4,125-6.3% |
| Admin fee / account holder | $1,443 | $6,975-79.3% | $10,762-86.6% | $5,651-74.5% |