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 10-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 | $32,582 | $125,758-74.1% | $169,993-80.8% | $75,163-56.7% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 22.95% | 27.20%-4.2pp | 53.37%-30.4pp | 160.62%-137.7pp |
| Employer contribution / active EE | $4,860 | $4,615+5.3% | $6,785-28.4% | $2,670+82.0% |
| Participant deferral / active EE | $7,587 | $6,837+11.0% | $10,408-27.1% | $4,125+83.9% |
| Admin fee / account holder | $1,247 | $8,173-84.7% | $12,815-90.3% | $5,651-77.9% |