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 | $28,355 | $95,803-70.4% | $113,168-74.9% | $84,808-66.6% |
| Participation rate | 87.9% | 72.9%+15.0pp | 76.6%+11.3pp | 68.3%+19.6pp |
| Annual return | 48.88% | 25.00%+23.9pp | 24.27%+24.6pp | 40.90%+8.0pp |
| Employer contribution / active EE | $3,346 | $2,360+41.8% | $2,975+12.5% | $2,631+27.2% |
| Participant deferral / active EE | $2,032 | $4,242-52.1% | $5,107-60.2% | $4,212-51.8% |
| Admin fee / account holder | $318 | $8,989-96.5% | $12,068-97.4% | $7,344-95.7% |