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 | $20,594 | $94,625-78.2% | $116,228-82.3% | $84,808-75.7% |
| Participation rate | 95.9% | 70.4%+25.5pp | 74.6%+21.4pp | 68.3%+27.6pp |
| Annual return | 13.89% | 20.40%-6.5pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,513 | $2,347+7.1% | $2,994-16.1% | $2,631-4.5% |
| Participant deferral / active EE | $3,731 | $3,972-6.1% | $4,953-24.7% | $4,212-11.4% |
| Admin fee / account holder | $2,645 | $10,091-73.8% | $11,989-77.9% | $7,344-64.0% |