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 3-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 | $24,197 | $109,413-77.9% | $156,263-84.5% | $84,808-71.5% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 19.52% | 20.18%-0.7pp | 59.47%-39.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,225 | $2,907-23.5% | $4,333-48.7% | $2,631-15.4% |
| Participant deferral / active EE | $4,962 | $4,590+8.1% | $6,158-19.4% | $4,212+17.8% |
| Admin fee / account holder | $1,134 | $9,357-87.9% | $14,255-92.0% | $7,344-84.6% |