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 | $27,122 | $94,031-71.2% | $115,768-76.6% | $82,448-67.1% |
| Participation rate | 94.4% | 70.4%+24.0pp | 74.4%+20.1pp | 68.1%+26.4pp |
| Annual return | 18.70% | 20.61%-1.9pp | 100.46%-81.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,271 | $2,323-2.3% | $2,940-22.8% | $2,551-11.0% |
| Participant deferral / active EE | $3,619 | $3,972-8.9% | $4,917-26.4% | $4,139-12.6% |
| Admin fee / account holder | $2,582 | $10,249-74.8% | $12,439-79.2% | $7,234-64.3% |