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 | $13,199 | $109,881-88.0% | $150,045-91.2% | $84,808-84.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 43.07% | 28.25%+14.8pp | 62.55%-19.5pp | 40.90%+2.2pp |
| Employer contribution / active EE | $2,586 | $3,561-27.4% | $4,693-44.9% | $2,631-1.7% |
| Participant deferral / active EE | $4,174 | $6,636-37.1% | $7,997-47.8% | $4,212-0.9% |
| Admin fee / account holder | $319 | $8,568-96.3% | $13,435-97.6% | $7,344-95.7% |