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 | $32,528 | $95,453-65.9% | $112,040-71.0% | $82,448-60.5% |
| Participation rate | 71.2% | 72.8%-1.6pp | 76.5%-5.3pp | 68.1%+3.1pp |
| Annual return | 13.79% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,622 | $2,318+13.1% | $2,954-11.2% | $2,551+2.8% |
| Participant deferral / active EE | $4,430 | $4,224+4.9% | $5,098-13.1% | $4,139+7.0% |
| Admin fee / account holder | $1,245 | $9,013-86.2% | $12,098-89.7% | $7,234-82.8% |