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 | $16,487 | $108,825-84.8% | $156,181-89.4% | $82,448-80.0% |
| Participation rate | 86.5% | 72.4%+14.1pp | 78.8%+7.7pp | 68.1%+18.4pp |
| Annual return | 25.42% | 20.59%+4.8pp | 64.87%-39.5pp | 41.64%-16.2pp |
| Employer contribution / active EE | $1,341 | $2,870-53.3% | $4,294-68.8% | $2,551-47.4% |
| Participant deferral / active EE | $4,739 | $4,577+3.5% | $6,132-22.7% | $4,139+14.5% |
| Admin fee / account holder | $1,342 | $9,341-85.6% | $14,586-90.8% | $7,234-81.5% |