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 | $31,197 | $95,803-67.4% | $113,168-72.4% | $84,808-63.2% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 18.86% | 25.00%-6.1pp | 24.27%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,310 | $2,360-2.1% | $2,975-22.4% | $2,631-12.2% |
| Participant deferral / active EE | $4,511 | $4,242+6.3% | $5,107-11.7% | $4,212+7.1% |
| Admin fee / account holder | $2,858 | $8,989-68.2% | $12,068-76.3% | $7,344-61.1% |