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 6-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 | $21,637 | $89,753-75.9% | $107,525-79.9% | $84,808-74.5% |
| Participation rate | 88.0% | 68.1%+19.9pp | 75.1%+12.9pp | 68.3%+19.7pp |
| Annual return | 20.65% | 29.48%-8.8pp | 181.32%-160.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,287 | $3,113-26.5% | $3,754-39.1% | $2,631-13.1% |
| Participant deferral / active EE | $5,278 | $4,056+30.1% | $5,116+3.2% | $4,212+25.3% |
| Admin fee / account holder | $6,117 | $7,222-15.3% | $8,919-31.4% | $7,344-16.7% |