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 | $23,727 | $108,825-78.2% | $156,181-84.8% | $82,448-71.2% |
| Participation rate | 94.7% | 72.4%+22.4pp | 78.8%+15.9pp | 68.1%+26.7pp |
| Annual return | 19.65% | 20.59%-0.9pp | 64.87%-45.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,474 | $2,870-48.6% | $4,294-65.7% | $2,551-42.2% |
| Participant deferral / active EE | $5,937 | $4,577+29.7% | $6,132-3.2% | $4,139+43.4% |
| Admin fee / account holder | $2,207 | $9,341-76.4% | $14,586-84.9% | $7,234-69.5% |