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 | $19,933 | $98,750-79.8% | $149,696-86.7% | $79,858-75.0% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.9pp |
| Annual return | 31.02% | 27.43%+3.6pp | 276.60%-245.6pp | 31.71%-0.7pp |
| Employer contribution / active EE | $1,570 | $3,216-51.2% | $4,644-66.2% | $2,471-36.5% |
| Participant deferral / active EE | $3,494 | $5,680-38.5% | $6,842-48.9% | $3,740-6.6% |
| Admin fee / account holder | $390 | $6,053-93.5% | $9,309-95.8% | $5,306-92.6% |