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 3-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 | $28,056 | $138,347-79.7% | $184,203-84.8% | $80,856-65.3% |
| Participation rate | 78.8% | 83.9%-5.1pp | 86.8%-8.0pp | 67.6%+11.1pp |
| Annual return | 31.85% | 20.02%+11.8pp | 28.81%+3.0pp | 35.59%-3.7pp |
| Employer contribution / active EE | $4,472 | $4,850-7.8% | $6,427-30.4% | $2,755+62.3% |
| Participant deferral / active EE | $6,028 | $7,071-14.8% | $9,131-34.0% | $4,296+40.3% |
| Admin fee / account holder | $2,612 | $10,483-75.1% | $13,901-81.2% | $6,918-62.2% |