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 8-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 | $14,986 | $89,355-83.2% | $141,162-89.4% | $72,985-79.5% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 28.55% | 111.85%-83.3pp | 71.39%-42.8pp | 81.00%-52.5pp |
| Employer contribution / active EE | $3,588 | $3,114+15.2% | $4,735-24.2% | $2,440+47.1% |
| Participant deferral / active EE | $6,279 | $5,418+15.9% | $6,709-6.4% | $3,607+74.0% |
| Admin fee / account holder | $2,262 | $5,958-62.0% | $10,261-78.0% | $5,124-55.9% |