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 | $24,735 | $109,881-77.5% | $150,045-83.5% | $84,808-70.8% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 37.68% | 28.25%+9.4pp | 62.55%-24.9pp | 40.90%-3.2pp |
| Employer contribution / active EE | $3,405 | $3,561-4.4% | $4,693-27.5% | $2,631+29.4% |
| Participant deferral / active EE | $6,605 | $6,636-0.5% | $7,997-17.4% | $4,212+56.8% |
| Admin fee / account holder | $991 | $8,568-88.4% | $13,435-92.6% | $7,344-86.5% |