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 | $27,956 | $87,870-68.2% | $113,168-75.3% | $74,304-62.4% |
| Participation rate | 88.8% | 70.7%+18.0pp | 76.6%+12.2pp | 60.3%+28.4pp |
| Annual return | 18.96% | 26.44%-7.5pp | 24.27%-5.3pp | 29.43%-10.5pp |
| Employer contribution / active EE | $2,650 | $2,277+16.4% | $2,975-10.9% | $2,241+18.3% |
| Participant deferral / active EE | $5,059 | $4,241+19.3% | $5,107-0.9% | $3,767+34.3% |
| Admin fee / account holder | $5,979 | $3,368+77.5% | $12,068-50.5% | $2,969+101.4% |