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 | $28,380 | $100,923-71.9% | $150,045-81.1% | $74,304-61.8% |
| Participation rate | 93.5% | 70.1%+23.4pp | 82.3%+11.2pp | 60.3%+33.2pp |
| Annual return | 21.64% | 51.77%-30.1pp | 62.55%-40.9pp | 29.43%-7.8pp |
| Employer contribution / active EE | $3,301 | $3,463-4.7% | $4,693-29.7% | $2,241+47.3% |
| Participant deferral / active EE | $5,226 | $6,709-22.1% | $7,997-34.6% | $3,767+38.7% |
| Admin fee / account holder | $2,073 | $2,767-25.1% | $13,435-84.6% | $2,969-30.2% |