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 | $13,844 | $89,753-84.6% | $107,525-87.1% | $84,808-83.7% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 19.92% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,208 | $3,113-29.1% | $3,754-41.2% | $2,631-16.1% |
| Participant deferral / active EE | $2,644 | $4,056-34.8% | $5,116-48.3% | $4,212-37.2% |
| Admin fee / account holder | $1,756 | $7,222-75.7% | $8,919-80.3% | $7,344-76.1% |