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 | $24,276 | $88,360-72.5% | $145,433-83.3% | $67,986-64.3% |
| Participation rate | 77.2% | 65.5%+11.7pp | 82.1%-5.0pp | 57.2%+20.0pp |
| Annual return | 28.80% | 63.15%-34.3pp | 66.58%-37.8pp | 31.67%-2.9pp |
| Employer contribution / active EE | $2,163 | $3,054-29.2% | $4,554-52.5% | $2,019+7.1% |
| Participant deferral / active EE | $5,088 | $5,932-14.2% | $7,897-35.6% | $3,358+51.5% |
| Admin fee / account holder | $2,054 | $3,313-38.0% | $13,129-84.4% | $3,203-35.9% |