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 | $20,021 | $93,571-78.6% | $135,903-85.3% | $75,163-73.4% |
| Participation rate | 76.6% | 75.2%+1.4pp | 81.9%-5.3pp | 67.2%+9.4pp |
| Annual return | 16.23% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,541 | $3,537-28.1% | $4,856-47.7% | $2,670-4.8% |
| Participant deferral / active EE | $4,836 | $6,404-24.5% | $7,758-37.7% | $4,125+17.2% |
| Admin fee / account holder | $3,181 | $6,975-54.4% | $10,762-70.4% | $5,651-43.7% |