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 | $10,400 | $93,571-88.9% | $135,903-92.3% | $75,163-86.2% |
| Participation rate | 81.3% | 75.2%+6.1pp | 81.9%-0.7pp | 67.2%+14.1pp |
| Annual return | 35.89% | 30.90%+5.0pp | 68.23%-32.3pp | 160.62%-124.7pp |
| Employer contribution / active EE | $2,685 | $3,537-24.1% | $4,856-44.7% | $2,670+0.6% |
| Participant deferral / active EE | $4,326 | $6,404-32.5% | $7,758-44.2% | $4,125+4.9% |
| Admin fee / account holder | $1,800 | $6,975-74.2% | $10,762-83.3% | $5,651-68.1% |