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 | $28,652 | $95,803-70.1% | $113,168-74.7% | $84,808-66.2% |
| Participation rate | 90.7% | 72.9%+17.8pp | 76.6%+14.1pp | 68.3%+22.4pp |
| Annual return | 20.90% | 25.00%-4.1pp | 24.27%-3.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,504 | $2,360+6.1% | $2,975-15.8% | $2,631-4.8% |
| Participant deferral / active EE | $4,382 | $4,242+3.3% | $5,107-14.2% | $4,212+4.1% |
| Admin fee / account holder | $1,182 | $8,989-86.9% | $12,068-90.2% | $7,344-83.9% |