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 | $15,233 | $109,881-86.1% | $150,045-89.8% | $84,808-82.0% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 22.64% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,224 | $3,561-37.5% | $4,693-52.6% | $2,631-15.5% |
| Participant deferral / active EE | $3,196 | $6,636-51.8% | $7,997-60.0% | $4,212-24.1% |
| Admin fee / account holder | $565 | $8,568-93.4% | $13,435-95.8% | $7,344-92.3% |