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 8-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 | $28,012 | $162,781-82.8% | $133,956-79.1% | $158,922-82.4% |
| Participation rate | 85.0% | 83.2%+1.8pp | 79.8%+5.2pp | 82.0%+3.0pp |
| Annual return | 20.03% | 41.94%-21.9pp | 45.09%-25.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,104 | $4,975-37.6% | $3,919-20.8% | $4,761-34.8% |
| Participant deferral / active EE | $5,823 | $5,911-1.5% | $5,048+15.4% | $5,982-2.7% |
| Admin fee / account holder | $1,431 | $11,736-87.8% | $8,927-84.0% | $11,246-87.3% |