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 | $26,153 | $95,453-72.6% | $112,040-76.7% | $82,448-68.3% |
| Participation rate | 95.5% | 72.8%+22.7pp | 76.5%+19.0pp | 68.1%+27.4pp |
| Annual return | 17.29% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,312 | $2,318-0.3% | $2,954-21.7% | $2,551-9.4% |
| Participant deferral / active EE | $4,152 | $4,224-1.7% | $5,098-18.5% | $4,139+0.3% |
| Admin fee / account holder | $2,559 | $9,013-71.6% | $12,098-78.8% | $7,234-64.6% |