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 | $23,594 | $109,881-78.5% | $150,045-84.3% | $84,808-72.2% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 20.60% | 28.25%-7.6pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,305 | $3,561-35.3% | $4,693-50.9% | $2,631-12.4% |
| Participant deferral / active EE | $3,546 | $6,636-46.6% | $7,997-55.7% | $4,212-15.8% |
| Admin fee / account holder | $699 | $8,568-91.8% | $13,435-94.8% | $7,344-90.5% |