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 | $16,206 | $73,787-78.0% | $98,716-83.6% | $82,448-80.3% |
| Participation rate | 83.1% | 61.4%+21.7pp | 69.3%+13.8pp | 68.1%+15.0pp |
| Annual return | 23.04% | 18.57%+4.5pp | 31.81%-8.8pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,398 | $1,511-7.5% | $2,279-38.7% | $2,551-45.2% |
| Participant deferral / active EE | $2,900 | $3,081-5.9% | $4,048-28.3% | $4,139-29.9% |
| Admin fee / account holder | $1,741 | $6,500-73.2% | $8,703-80.0% | $7,234-75.9% |