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 3-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 | $30,330 | $95,453-68.2% | $112,040-72.9% | $82,448-63.2% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.5%+17.3pp | 68.1%+25.7pp |
| Annual return | 17.01% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,400 | $2,318-39.6% | $2,954-52.6% | $2,551-45.1% |
| Participant deferral / active EE | $2,855 | $4,224-32.4% | $5,098-44.0% | $4,139-31.0% |
| Admin fee / account holder | $4,780 | $9,013-47.0% | $12,098-60.5% | $7,234-33.9% |