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 | $19,449 | $109,881-82.3% | $150,045-87.0% | $84,808-77.1% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 20.73% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,932 | $3,561-17.7% | $4,693-37.5% | $2,631+11.5% |
| Participant deferral / active EE | $8,139 | $6,636+22.7% | $7,997+1.8% | $4,212+93.3% |
| Admin fee / account holder | $1,243 | $8,568-85.5% | $13,435-90.7% | $7,344-83.1% |