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 | $8,075 | $80,673-90.0% | $101,326-92.0% | $84,808-90.5% |
| Participation rate | 86.5% | 77.8%+8.7pp | 81.5%+5.0pp | 68.3%+18.2pp |
| Annual return | 26.77% | 38.95%-12.2pp | 36.82%-10.0pp | 40.90%-14.1pp |
| Employer contribution / active EE | $2,003 | $2,698-25.8% | $3,665-45.4% | $2,631-23.9% |
| Participant deferral / active EE | $3,924 | $6,840-42.6% | $7,994-50.9% | $4,212-6.8% |
| Admin fee / account holder | $485 | $12,784-96.2% | $11,185-95.7% | $7,344-93.4% |