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 | $85,515-67.3% | $112,040-75.0% | $67,986-58.9% |
| Participation rate | 88.8% | 68.2%+20.6pp | 76.5%+12.3pp | 57.2%+31.6pp |
| Annual return | 18.96% | 29.68%-10.7pp | 24.52%-5.6pp | 31.67%-12.7pp |
| Employer contribution / active EE | $2,650 | $2,191+21.0% | $2,954-10.3% | $2,019+31.3% |
| Participant deferral / active EE | $5,059 | $4,014+26.0% | $5,098-0.8% | $3,358+50.6% |
| Admin fee / account holder | $5,979 | $3,774+58.4% | $12,098-50.6% | $3,203+86.7% |