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 | $22,066 | $95,453-76.9% | $112,040-80.3% | $82,448-73.2% |
| Participation rate | 74.5% | 72.8%+1.8pp | 76.5%-1.9pp | 68.1%+6.5pp |
| Annual return | 18.14% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,737 | $2,318+18.1% | $2,954-7.3% | $2,551+7.3% |
| Participant deferral / active EE | $3,723 | $4,224-11.8% | $5,098-27.0% | $4,139-10.1% |
| Admin fee / account holder | $5,110 | $9,013-43.3% | $12,098-57.8% | $7,234-29.4% |