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 4-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 | $19,036 | $93,571-79.7% | $135,903-86.0% | $75,163-74.7% |
| Participation rate | 71.1% | 75.2%-4.1pp | 81.9%-10.8pp | 67.2%+3.9pp |
| Annual return | 20.30% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,284 | $3,537-35.4% | $4,856-53.0% | $2,670-14.4% |
| Participant deferral / active EE | $5,431 | $6,404-15.2% | $7,758-30.0% | $4,125+31.6% |
| Admin fee / account holder | $3,723 | $6,975-46.6% | $10,762-65.4% | $5,651-34.1% |