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 | $31,748 | $108,825-70.8% | $156,181-79.7% | $82,448-61.5% |
| Participation rate | 95.9% | 72.4%+23.6pp | 78.8%+17.1pp | 68.1%+27.9pp |
| Annual return | 14.52% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,925 | $2,870+1.9% | $4,294-31.9% | $2,551+14.7% |
| Participant deferral / active EE | $4,937 | $4,577+7.9% | $6,132-19.5% | $4,139+19.3% |
| Admin fee / account holder | $5,938 | $9,341-36.4% | $14,586-59.3% | $7,234-17.9% |