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 | $21,557 | $86,891-75.2% | $142,449-84.9% | $75,163-71.3% |
| Participation rate | 82.7% | 68.5%+14.2pp | 76.8%+5.9pp | 67.2%+15.5pp |
| Annual return | 58.61% | 23.31%+35.3pp | 19.99%+38.6pp | 160.62%-102.0pp |
| Employer contribution / active EE | $3,367 | $3,355+0.3% | $4,847-30.5% | $2,670+26.1% |
| Participant deferral / active EE | $5,394 | $4,938+9.2% | $6,283-14.2% | $4,125+30.8% |
| Admin fee / account holder | $1,206 | $7,299-83.5% | $10,011-88.0% | $5,651-78.7% |