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 | $22,201 | $80,968-72.6% | $96,544-77.0% | $75,163-70.5% |
| Participation rate | 86.2% | 71.8%+14.4pp | 76.0%+10.2pp | 67.2%+19.0pp |
| Annual return | 26.06% | 27.06%-1.0pp | 25.84%+0.2pp | 160.62%-134.6pp |
| Employer contribution / active EE | $3,759 | $2,282+64.7% | $2,965+26.8% | $2,670+40.8% |
| Participant deferral / active EE | $5,919 | $3,928+50.7% | $4,851+22.0% | $4,125+43.5% |
| Admin fee / account holder | $7,512 | $6,724+11.7% | $8,252-9.0% | $5,651+32.9% |