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 | $28,294 | $86,929-67.5% | $102,423-72.4% | $80,856-65.0% |
| Participation rate | 78.7% | 72.4%+6.3pp | 76.5%+2.2pp | 67.6%+11.1pp |
| Annual return | 21.25% | 18.88%+2.4pp | 29.32%-8.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,907 | $2,369+22.7% | $3,023-3.8% | $2,755+5.5% |
| Participant deferral / active EE | $5,709 | $4,118+38.6% | $5,053+13.0% | $4,296+32.9% |
| Admin fee / account holder | $776 | $8,049-90.4% | $9,451-91.8% | $6,918-88.8% |