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 5-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 | $28,574 | $148,978-80.8% | $200,582-85.8% | $84,808-66.3% |
| Participation rate | 94.4% | 84.2%+10.2pp | 86.9%+7.6pp | 68.3%+26.1pp |
| Annual return | 26.56% | 28.16%-1.6pp | 42.33%-15.8pp | 40.90%-14.3pp |
| Employer contribution / active EE | $2,375 | $4,815-50.7% | $6,419-63.0% | $2,631-9.7% |
| Participant deferral / active EE | $7,663 | $7,142+7.3% | $9,331-17.9% | $4,212+82.0% |
| Admin fee / account holder | $2,380 | $13,977-83.0% | $16,305-85.4% | $7,344-67.6% |