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 | $28,964 | $87,870-67.0% | $113,168-74.4% | $74,304-61.0% |
| Participation rate | 70.8% | 70.7%0pp | 76.6%-5.8pp | 60.3%+10.4pp |
| Annual return | 15.20% | 26.44%-11.2pp | 24.27%-9.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,997 | $2,277+31.6% | $2,975+0.7% | $2,241+33.7% |
| Participant deferral / active EE | $5,516 | $4,241+30.1% | $5,107+8.0% | $3,767+46.4% |
| Admin fee / account holder | $4,230 | $3,368+25.6% | $12,068-64.9% | $2,969+42.5% |