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 | $31,638 | $109,413-71.1% | $156,263-79.8% | $84,808-62.7% |
| Participation rate | 98.1% | 72.7%+25.5pp | 78.9%+19.2pp | 68.3%+29.8pp |
| Annual return | 17.22% | 20.18%-3.0pp | 59.47%-42.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,701 | $2,907-41.5% | $4,333-60.7% | $2,631-35.3% |
| Participant deferral / active EE | $3,258 | $4,590-29.0% | $6,158-47.1% | $4,212-22.6% |
| Admin fee / account holder | $4,539 | $9,357-51.5% | $14,255-68.2% | $7,344-38.2% |