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 | $27,046 | $148,978-81.8% | $200,582-86.5% | $84,808-68.1% |
| Participation rate | 77.2% | 84.2%-7.0pp | 86.9%-9.7pp | 68.3%+8.9pp |
| Annual return | 18.97% | 28.16%-9.2pp | 42.33%-23.4pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,304 | $4,815-52.1% | $6,419-64.1% | $2,631-12.4% |
| Participant deferral / active EE | $5,342 | $7,142-25.2% | $9,331-42.8% | $4,212+26.8% |
| Admin fee / account holder | $2,485 | $13,977-82.2% | $16,305-84.8% | $7,344-66.2% |