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 7-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 | $25,830 | $80,968-68.1% | $96,544-73.2% | $75,163-65.6% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 23.72% | 27.06%-3.3pp | 25.84%-2.1pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,767 | $2,282+21.3% | $2,965-6.7% | $2,670+3.7% |
| Participant deferral / active EE | $5,948 | $3,928+51.4% | $4,851+22.6% | $4,125+44.2% |
| Admin fee / account holder | $459 | $6,724-93.2% | $8,252-94.4% | $5,651-91.9% |