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 | $23,078 | $91,552-74.8% | $133,956-82.8% | $79,858-71.1% |
| Participation rate | 77.2% | 73.3%+3.8pp | 79.8%-2.6pp | 69.6%+7.6pp |
| Annual return | 35.21% | 61.85%-26.6pp | 45.09%-9.9pp | 31.71%+3.5pp |
| Employer contribution / active EE | $2,462 | $2,384+3.3% | $3,919-37.2% | $2,471-0.3% |
| Participant deferral / active EE | $5,356 | $3,733+43.5% | $5,048+6.1% | $3,740+43.2% |
| Admin fee / account holder | $959 | $6,321-84.8% | $8,927-89.3% | $5,306-81.9% |