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 | $20,485 | $179,726-88.6% | $156,263-86.9% | $142,382-85.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 20.61% | 77.86%-57.2pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,723 | $5,069-46.3% | $4,333-37.2% | $4,299-36.7% |
| Participant deferral / active EE | $3,149 | $6,956-54.7% | $6,158-48.9% | $6,507-51.6% |
| Admin fee / account holder | $5,454 | $17,272-68.4% | $14,255-61.7% | $12,624-56.8% |