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 6-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 | $37,964 | $138,347-72.6% | $184,203-79.4% | $80,856-53.0% |
| Participation rate | 70.9% | 83.9%-13.0pp | 86.8%-15.9pp | 67.6%+3.3pp |
| Annual return | 20.16% | 20.02%+0.1pp | 28.81%-8.6pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,379 | $4,850-50.9% | $6,427-63.0% | $2,755-13.6% |
| Participant deferral / active EE | $3,631 | $7,071-48.7% | $9,131-60.2% | $4,296-15.5% |
| Admin fee / account holder | $1,257 | $10,483-88.0% | $13,901-91.0% | $6,918-81.8% |