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 10-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 | $26,487 | $82,032-67.7% | $123,104-78.5% | $59,632-55.6% |
| Participation rate | 94.0% | 83.2%+10.8pp | 86.8%+7.3pp | 68.7%+25.4pp |
| Annual return | 10.33% | 5.12%+5.2pp | 13.22%-2.9pp | 2041.28%-2030.9pp |
| Employer contribution / active EE | $4,587 | $3,297+39.1% | $5,151-11.0% | $2,203+108.2% |
| Participant deferral / active EE | $5,673 | $4,667+21.6% | $6,230-8.9% | $3,192+77.7% |
| Admin fee / account holder | $6,468 | $5,881+10.0% | $9,015-28.3% | $4,297+50.5% |