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 | $29,803 | $138,347-78.5% | $184,203-83.8% | $80,856-63.1% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 13.53% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,855 | $4,850-41.1% | $6,427-55.6% | $2,755+3.6% |
| Participant deferral / active EE | $4,562 | $7,071-35.5% | $9,131-50.0% | $4,296+6.2% |
| Admin fee / account holder | $579 | $10,483-94.5% | $13,901-95.8% | $6,918-91.6% |