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 | $22,391 | $89,355-74.9% | $141,162-84.1% | $72,985-69.3% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 35.24% | 111.85%-76.6pp | 71.39%-36.2pp | 81.00%-45.8pp |
| Employer contribution / active EE | $1,869 | $3,114-40.0% | $4,735-60.5% | $2,440-23.4% |
| Participant deferral / active EE | $5,078 | $5,418-6.3% | $6,709-24.3% | $3,607+40.8% |
| Admin fee / account holder | $3,699 | $5,958-37.9% | $10,261-64.0% | $5,124-27.8% |