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 | $22,314 | $87,013-74.4% | $106,213-79.0% | $80,856-72.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.10% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,294 | $2,395+37.5% | $3,171+3.9% | $2,755+19.6% |
| Participant deferral / active EE | $4,345 | $3,986+9.0% | $5,016-13.4% | $4,296+1.1% |
| Admin fee / account holder | $595 | $8,431-92.9% | $11,033-94.6% | $6,918-91.4% |