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 | $30,242 | $94,625-68.0% | $116,228-74.0% | $84,808-64.3% |
| Participation rate | 93.9% | 70.4%+23.5pp | 74.6%+19.4pp | 68.3%+25.6pp |
| Annual return | 23.80% | 20.40%+3.4pp | 90.06%-66.3pp | 40.90%-17.1pp |
| Employer contribution / active EE | $2,611 | $2,347+11.2% | $2,994-12.8% | $2,631-0.8% |
| Participant deferral / active EE | $7,883 | $3,972+98.5% | $4,953+59.1% | $4,212+87.2% |
| Admin fee / account holder | $668 | $10,091-93.4% | $11,989-94.4% | $7,344-90.9% |