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 | $26,135 | $100,326-74.0% | $180,183-85.5% | $84,808-69.2% |
| Participation rate | 85.7% | 71.0%+14.7pp | 77.4%+8.3pp | 68.3%+17.4pp |
| Annual return | 18.01% | 17.86%+0.2pp | 27.86%-9.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,772 | $3,269-45.8% | $5,039-64.8% | $2,631-32.7% |
| Participant deferral / active EE | $5,756 | $5,066+13.6% | $6,822-15.6% | $4,212+36.7% |
| Admin fee / account holder | $4,022 | $9,674-58.4% | $19,975-79.9% | $7,344-45.2% |