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 6-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 | $21,845 | $178,174-87.7% | $156,181-86.0% | $137,256-84.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 18.83% | 84.19%-65.4pp | 64.87%-46.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,451 | $4,972-50.7% | $4,294-42.9% | $4,156-41.0% |
| Participant deferral / active EE | $4,245 | $6,888-38.4% | $6,132-30.8% | $6,407-33.7% |
| Admin fee / account holder | $1,617 | $17,404-90.7% | $14,586-88.9% | $12,270-86.8% |