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 | $27,064 | $95,803-71.8% | $113,168-76.1% | $84,808-68.1% |
| Participation rate | 78.0% | 72.9%+5.1pp | 76.6%+1.4pp | 68.3%+9.7pp |
| Annual return | 20.35% | 25.00%-4.7pp | 24.27%-3.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,414 | $2,360+2.3% | $2,975-18.9% | $2,631-8.3% |
| Participant deferral / active EE | $4,380 | $4,242+3.3% | $5,107-14.2% | $4,212+4.0% |
| Admin fee / account holder | $933 | $8,989-89.6% | $12,068-92.3% | $7,344-87.3% |