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 | $33,694 | $109,359-69.2% | $162,163-79.2% | $72,985-53.8% |
| Participation rate | 92.6% | 84.3%+8.3pp | 87.6%+5.0pp | 69.5%+23.1pp |
| Annual return | 20.74% | 25.46%-4.7pp | 115.59%-94.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $5,231 | $3,907+33.9% | $5,614-6.8% | $2,440+114.4% |
| Participant deferral / active EE | $5,240 | $5,481-4.4% | $7,298-28.2% | $3,607+45.3% |
| Admin fee / account holder | $587 | $7,972-92.6% | $10,843-94.6% | $5,124-88.5% |