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 | $24,979 | $76,050-67.2% | $96,544-74.1% | $71,457-65.0% |
| Participation rate | 92.6% | 74.4%+18.2pp | 76.0%+16.6pp | 67.9%+24.7pp |
| Annual return | 31.27% | 22.81%+8.5pp | 25.84%+5.4pp | 28.85%+2.4pp |
| Employer contribution / active EE | $1,586 | $2,244-29.3% | $2,965-46.5% | $2,588-38.7% |
| Participant deferral / active EE | $4,815 | $4,215+14.2% | $4,851-0.7% | $4,289+12.3% |
| Admin fee / account holder | $3,444 | $2,707+27.2% | $8,252-58.3% | $1,587+117.0% |