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 | $29,592 | $109,413-73.0% | $156,263-81.1% | $84,808-65.1% |
| Participation rate | 88.6% | 72.7%+15.9pp | 78.9%+9.7pp | 68.3%+20.3pp |
| Annual return | 21.62% | 20.18%+1.4pp | 59.47%-37.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,176 | $2,907-25.1% | $4,333-49.8% | $2,631-17.3% |
| Participant deferral / active EE | $3,424 | $4,590-25.4% | $6,158-44.4% | $4,212-18.7% |
| Admin fee / account holder | $728 | $9,357-92.2% | $14,255-94.9% | $7,344-90.1% |