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 | $28,153 | $239,571-88.2% | $183,328-84.6% | $137,256-79.5% |
| Participation rate | 71.4% | 82.4%-11.0pp | 77.3%-5.9pp | 80.0%-8.5pp |
| Annual return | 16.16% | 35.69%-19.5pp | 29.67%-13.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,722 | $6,148-72.0% | $5,055-65.9% | $4,156-58.6% |
| Participant deferral / active EE | $2,805 | $7,995-64.9% | $6,795-58.7% | $6,407-56.2% |
| Admin fee / account holder | $6,757 | $30,059-77.5% | $21,427-68.5% | $12,270-44.9% |