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 6-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 | $28,586 | $91,407-68.7% | $135,903-79.0% | $71,457-60.0% |
| Participation rate | 96.2% | 75.7%+20.6pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 27.52% | 29.90%-2.4pp | 68.23%-40.7pp | 28.85%-1.3pp |
| Employer contribution / active EE | $2,578 | $3,703-30.4% | $4,856-46.9% | $2,588-0.4% |
| Participant deferral / active EE | $6,802 | $7,092-4.1% | $7,758-12.3% | $4,289+58.6% |
| Admin fee / account holder | $642 | $1,266-49.2% | $10,762-94.0% | $1,587-59.5% |