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 10-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 | $29,187 | $94,625-69.2% | $116,228-74.9% | $84,808-65.6% |
| Participation rate | 86.8% | 70.4%+16.4pp | 74.6%+12.3pp | 68.3%+18.5pp |
| Annual return | 13.69% | 20.40%-6.7pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,415 | $2,347-39.7% | $2,994-52.7% | $2,631-46.2% |
| Participant deferral / active EE | $3,466 | $3,972-12.7% | $4,953-30.0% | $4,212-17.7% |
| Admin fee / account holder | $5,470 | $10,091-45.8% | $11,989-54.4% | $7,344-25.5% |