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 6-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 | $24,298 | $109,881-77.9% | $150,045-83.8% | $84,808-71.3% |
| Participation rate | 98.0% | 76.1%+22.0pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 18.30% | 28.25%-9.9pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,144 | $3,561-39.8% | $4,693-54.3% | $2,631-18.5% |
| Participant deferral / active EE | $6,130 | $6,636-7.6% | $7,997-23.3% | $4,212+45.6% |
| Admin fee / account holder | $8,629 | $8,568+0.7% | $13,435-35.8% | $7,344+17.5% |