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 | $80,705-59.2% | $115,768-71.5% | $67,986-51.5% |
| Participation rate | 82.7% | 63.0%+19.8pp | 74.4%+8.3pp | 57.2%+25.5pp |
| Annual return | 17.60% | 18.49%-0.9pp | 100.46%-82.9pp | 31.67%-14.1pp |
| Employer contribution / active EE | $2,495 | $2,046+21.9% | $2,940-15.1% | $2,019+23.6% |
| Participant deferral / active EE | $4,715 | $3,559+32.5% | $4,917-4.1% | $3,358+40.4% |
| Admin fee / account holder | $3,753 | $4,135-9.3% | $12,439-69.8% | $3,203+17.2% |