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 | $24,468 | $72,492-66.2% | $87,100-71.9% | $72,985-66.5% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.5pp |
| Annual return | 35.23% | 24.46%+10.8pp | 28.19%+7.0pp | 81.00%-45.8pp |
| Employer contribution / active EE | $1,966 | $1,894+3.8% | $2,521-22.0% | $2,440-19.4% |
| Participant deferral / active EE | $4,074 | $3,270+24.6% | $4,049+0.6% | $3,607+12.9% |
| Admin fee / account holder | $704 | $5,055-86.1% | $7,497-90.6% | $5,124-86.3% |