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 4-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 | $28,934 | $138,347-79.1% | $184,203-84.3% | $80,856-64.2% |
| Participation rate | 76.5% | 83.9%-7.4pp | 86.8%-10.3pp | 67.6%+8.8pp |
| Annual return | 32.99% | 20.02%+13.0pp | 28.81%+4.2pp | 35.59%-2.6pp |
| Employer contribution / active EE | $3,029 | $4,850-37.5% | $6,427-52.9% | $2,755+10.0% |
| Participant deferral / active EE | $6,358 | $7,071-10.1% | $9,131-30.4% | $4,296+48.0% |
| Admin fee / account holder | $5,470 | $10,483-47.8% | $13,901-60.6% | $6,918-20.9% |