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 | $14,865 | $80,968-81.6% | $96,544-84.6% | $75,163-80.2% |
| Participation rate | 96.2% | 71.8%+24.4pp | 76.0%+20.2pp | 67.2%+29.0pp |
| Annual return | 13.99% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,357 | $2,282-40.5% | $2,965-54.2% | $2,670-49.2% |
| Participant deferral / active EE | $4,111 | $3,928+4.6% | $4,851-15.3% | $4,125-0.3% |
| Admin fee / account holder | $4,984 | $6,724-25.9% | $8,252-39.6% | $5,651-11.8% |