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 | $146,267-80.5% | $197,124-85.5% | $82,448-65.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 86.7%+7.7pp | 68.1%+26.4pp |
| Annual return | 26.56% | 29.61%-3.1pp | 44.34%-17.8pp | 41.64%-15.1pp |
| Employer contribution / active EE | $2,375 | $4,723-49.7% | $6,227-61.9% | $2,551-6.9% |
| Participant deferral / active EE | $7,663 | $7,035+8.9% | $9,135-16.1% | $4,139+85.1% |
| Admin fee / account holder | $2,380 | $14,422-83.5% | $16,298-85.4% | $7,234-67.1% |