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 | $94,625-71.3% | $116,228-76.7% | $84,808-68.0% |
| Participation rate | 94.4% | 70.4%+24.0pp | 74.6%+19.9pp | 68.3%+26.1pp |
| Annual return | 18.70% | 20.40%-1.7pp | 90.06%-71.4pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,271 | $2,347-3.2% | $2,994-24.2% | $2,631-13.7% |
| Participant deferral / active EE | $3,619 | $3,972-8.9% | $4,953-26.9% | $4,212-14.1% |
| Admin fee / account holder | $2,582 | $10,091-74.4% | $11,989-78.5% | $7,344-64.8% |