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 | $22,292 | $60,349-63.1% | $74,183-70.0% | $62,891-64.6% |
| Participation rate | 97.2% | 72.7%+24.5pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 13.64% | 21.37%-7.7pp | 17.74%-4.1pp | 20.14%-6.5pp |
| Employer contribution / active EE | $2,118 | $1,680+26.1% | $2,370-10.6% | $2,281-7.1% |
| Participant deferral / active EE | $3,820 | $2,856+33.7% | $3,550+7.6% | $3,203+19.3% |
| Admin fee / account holder | $501 | $4,261-88.2% | $5,586-91.0% | $4,296-88.3% |