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 | $21,890 | $93,571-76.6% | $135,903-83.9% | $75,163-70.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 22.87% | 30.90%-8.0pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $4,081 | $3,537+15.4% | $4,856-16.0% | $2,670+52.8% |
| Participant deferral / active EE | $8,822 | $6,404+37.8% | $7,758+13.7% | $4,125+113.9% |
| Admin fee / account holder | $3,831 | $6,975-45.1% | $10,762-64.4% | $5,651-32.2% |