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 | $23,917 | $109,413-78.1% | $156,263-84.7% | $84,808-71.8% |
| Participation rate | 77.8% | 72.7%+5.1pp | 78.9%-1.1pp | 68.3%+9.5pp |
| Annual return | 23.24% | 20.18%+3.1pp | 59.47%-36.2pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,867 | $2,907-35.8% | $4,333-56.9% | $2,631-29.0% |
| Participant deferral / active EE | $4,034 | $4,590-12.1% | $6,158-34.5% | $4,212-4.2% |
| Admin fee / account holder | $800 | $9,357-91.5% | $14,255-94.4% | $7,344-89.1% |