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 | $29,090 | $125,758-76.9% | $169,993-82.9% | $75,163-61.3% |
| Participation rate | 78.7% | 83.6%-4.9pp | 87.0%-8.3pp | 67.2%+11.5pp |
| Annual return | 22.72% | 27.20%-4.5pp | 53.37%-30.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $2,727 | $4,615-40.9% | $6,785-59.8% | $2,670+2.1% |
| Participant deferral / active EE | $4,129 | $6,837-39.6% | $10,408-60.3% | $4,125+0.1% |
| Admin fee / account holder | $3,455 | $8,173-57.7% | $12,815-73.0% | $5,651-38.9% |