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 | $11,243 | $79,944-85.9% | $98,439-88.6% | $75,163-85.0% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.2%+22.2pp | 67.2%+30.2pp |
| Annual return | 33.94% | 19.75%+14.2pp | 21.16%+12.8pp | 160.62%-126.7pp |
| Employer contribution / active EE | $2,992 | $2,264+32.2% | $3,048-1.8% | $2,670+12.1% |
| Participant deferral / active EE | $5,092 | $3,752+35.7% | $4,738+7.5% | $4,125+23.4% |
| Admin fee / account holder | $380 | $6,840-94.4% | $8,948-95.8% | $5,651-93.3% |