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 | $18,745 | $93,170-79.9% | $100,534-81.4% | $84,808-77.9% |
| Participation rate | 93.7% | 75.8%+17.8pp | 80.6%+13.0pp | 68.3%+25.3pp |
| Annual return | 30.32% | 47.13%-16.8pp | 32.66%-2.3pp | 40.90%-10.6pp |
| Employer contribution / active EE | $2,879 | $3,985-27.8% | $4,346-33.8% | $2,631+9.4% |
| Participant deferral / active EE | $4,950 | $5,699-13.1% | $6,144-19.4% | $4,212+17.5% |
| Admin fee / account holder | $2,060 | $7,382-72.1% | $7,654-73.1% | $7,344-72.0% |