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 | $18,383 | $109,881-83.3% | $150,045-87.7% | $84,808-78.3% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 27.99% | 28.25%-0.3pp | 62.55%-34.6pp | 40.90%-12.9pp |
| Employer contribution / active EE | $2,830 | $3,561-20.5% | $4,693-39.7% | $2,631+7.6% |
| Participant deferral / active EE | $5,899 | $6,636-11.1% | $7,997-26.2% | $4,212+40.1% |
| Admin fee / account holder | $649 | $8,568-92.4% | $13,435-95.2% | $7,344-91.2% |