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 | $12,803 | $78,926-83.8% | $136,749-90.6% | $84,808-84.9% |
| Participation rate | 91.2% | 62.2%+29.0pp | 72.1%+19.0pp | 68.3%+22.9pp |
| Annual return | 19.34% | 18.17%+1.2pp | 24.33%-5.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,601 | $2,134-25.0% | $3,400-52.9% | $2,631-39.1% |
| Participant deferral / active EE | $3,702 | $3,168+16.8% | $4,692-21.1% | $4,212-12.1% |
| Admin fee / account holder | $1,474 | $6,369-76.9% | $11,386-87.1% | $7,344-79.9% |