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 10-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 | $24,438 | $80,968-69.8% | $96,544-74.7% | $75,163-67.5% |
| Participation rate | 88.6% | 71.8%+16.9pp | 76.0%+12.7pp | 67.2%+21.4pp |
| Annual return | 19.20% | 27.06%-7.9pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,165 | $2,282-48.9% | $2,965-60.7% | $2,670-56.4% |
| Participant deferral / active EE | $3,703 | $3,928-5.7% | $4,851-23.7% | $4,125-10.2% |
| Admin fee / account holder | $2,130 | $6,724-68.3% | $8,252-74.2% | $5,651-62.3% |