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 | $26,407 | $125,758-79.0% | $169,993-84.5% | $75,163-64.9% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.0%+8.5pp | 67.2%+28.3pp |
| Annual return | 17.46% | 27.20%-9.7pp | 53.37%-35.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,057 | $4,615-55.4% | $6,785-69.7% | $2,670-23.0% |
| Participant deferral / active EE | $3,586 | $6,837-47.6% | $10,408-65.5% | $4,125-13.1% |
| Admin fee / account holder | $721 | $8,173-91.2% | $12,815-94.4% | $5,651-87.2% |