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 | $57,180 | $362,131-84.2% | $285,549-80.0% | $357,791-84.0% |
| Participation rate | 88.9% | 89.8%-1.0pp | 83.2%+5.7pp | 85.6%+3.3pp |
| Annual return | 19.92% | 5.08%+14.8pp | 7.15%+12.8pp | 396.79%-376.9pp |
| Employer contribution / active EE | $3,012 | $5,952-49.4% | $5,022-40.0% | $7,508-59.9% |
| Participant deferral / active EE | $7,618 | $5,478+39.1% | $4,549+67.5% | $5,521+38.0% |
| Admin fee / account holder | $4,154 | $16,774-75.2% | $13,934-70.2% | $28,387-85.4% |