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 | $31,241 | $110,094-71.6% | $151,611-79.4% | $68,494-54.4% |
| Participation rate | 84.6% | 84.0%+0.7pp | 87.5%-2.9pp | 67.9%+16.7pp |
| Annual return | 3.32% | -10.12%+13.4pp | 3.33%0pp | -7.84%+11.2pp |
| Employer contribution / active EE | $3,691 | $4,471-17.4% | $6,166-40.1% | $2,596+42.1% |
| Participant deferral / active EE | $8,613 | $6,527+31.9% | $8,363+3.0% | $4,027+113.9% |
| Admin fee / account holder | $7,507 | $7,719-2.7% | $11,616-35.4% | $5,403+39.0% |