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 | $19,696 | $86,944-77.3% | $107,525-81.7% | $74,304-73.5% |
| Participation rate | 90.1% | 59.6%+30.5pp | 75.1%+15.0pp | 60.3%+29.7pp |
| Annual return | 19.08% | 23.52%-4.4pp | 181.32%-162.2pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,735 | $2,757-37.1% | $3,754-53.8% | $2,241-22.6% |
| Participant deferral / active EE | $3,928 | $3,554+10.5% | $5,116-23.2% | $3,767+4.3% |
| Admin fee / account holder | $3,026 | $3,727-18.8% | $8,919-66.1% | $2,969+1.9% |