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 | $24,305 | $108,825-77.7% | $156,181-84.4% | $82,448-70.5% |
| Participation rate | 91.7% | 72.4%+19.3pp | 78.8%+12.8pp | 68.1%+23.6pp |
| Annual return | 21.09% | 20.59%+0.5pp | 64.87%-43.8pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,732 | $2,870-4.8% | $4,294-36.4% | $2,551+7.1% |
| Participant deferral / active EE | $4,322 | $4,577-5.6% | $6,132-29.5% | $4,139+4.4% |
| Admin fee / account holder | $400 | $9,341-95.7% | $14,586-97.3% | $7,234-94.5% |