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 5-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 | $24,022 | $108,825-77.9% | $156,181-84.6% | $82,448-70.9% |
| Participation rate | 98.5% | 72.4%+26.1pp | 78.8%+19.7pp | 68.1%+30.4pp |
| Annual return | 14.21% | 20.59%-6.4pp | 64.87%-50.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,647 | $2,870-42.6% | $4,294-61.6% | $2,551-35.4% |
| Participant deferral / active EE | $3,985 | $4,577-12.9% | $6,132-35.0% | $4,139-3.7% |
| Admin fee / account holder | $1,519 | $9,341-83.7% | $14,586-89.6% | $7,234-79.0% |