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 10-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 | $32,941 | $84,556-61.0% | $116,228-71.7% | $74,304-55.7% |
| Participation rate | 82.7% | 66.0%+16.7pp | 74.6%+8.2pp | 60.3%+22.4pp |
| Annual return | 17.60% | 18.35%-0.7pp | 90.06%-72.5pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,495 | $2,168+15.1% | $2,994-16.7% | $2,241+11.3% |
| Participant deferral / active EE | $4,715 | $3,814+23.6% | $4,953-4.8% | $3,767+25.1% |
| Admin fee / account holder | $3,753 | $3,792-1.0% | $11,989-68.7% | $2,969+26.4% |