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 | $28,530 | $87,841-67.5% | $133,980-78.7% | $62,891-54.6% |
| Participation rate | 97.2% | 83.4%+13.8pp | 87.1%+10.2pp | 69.3%+27.9pp |
| Annual return | 14.84% | 12.05%+2.8pp | 29.30%-14.5pp | 20.14%-5.3pp |
| Employer contribution / active EE | $2,411 | $3,483-30.8% | $5,211-53.7% | $2,281+5.7% |
| Participant deferral / active EE | $3,621 | $4,812-24.8% | $6,282-42.4% | $3,203+13.0% |
| Admin fee / account holder | $1,502 | $5,371-72.0% | $9,324-83.9% | $4,296-65.0% |