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 | $22,561 | $77,503-70.9% | $100,391-77.5% | $80,856-72.1% |
| Participation rate | 77.4% | 76.9%+0.5pp | 81.5%-4.1pp | 67.6%+9.8pp |
| Annual return | 48.78% | 37.20%+11.6pp | 49.20%-0.4pp | 35.59%+13.2pp |
| Employer contribution / active EE | $7,885 | $2,801+181.5% | $3,942+100.0% | $2,755+186.2% |
| Participant deferral / active EE | $4,127 | $6,820-39.5% | $8,082-48.9% | $4,296-3.9% |
| Admin fee / account holder | $6,743 | $5,897+14.3% | $7,899-14.6% | $6,918-2.5% |