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 | $16,727 | $89,753-81.4% | $107,525-84.4% | $84,808-80.3% |
| Participation rate | 76.7% | 68.1%+8.6pp | 75.1%+1.6pp | 68.3%+8.4pp |
| Annual return | 23.45% | 29.48%-6.0pp | 181.32%-157.9pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,107 | $3,113-64.4% | $3,754-70.5% | $2,631-57.9% |
| Participant deferral / active EE | $5,114 | $4,056+26.1% | $5,1160% | $4,212+21.4% |
| Admin fee / account holder | $2,660 | $7,222-63.2% | $8,919-70.2% | $7,344-63.8% |