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 | $109,413-71.0% | $156,263-79.7% | $84,808-62.6% |
| Participation rate | 95.9% | 72.7%+23.2pp | 78.9%+17.0pp | 68.3%+27.6pp |
| Annual return | 14.52% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,925 | $2,907+0.6% | $4,333-32.5% | $2,631+11.2% |
| Participant deferral / active EE | $4,937 | $4,590+7.6% | $6,158-19.8% | $4,212+17.2% |
| Admin fee / account holder | $5,938 | $9,357-36.5% | $14,255-58.3% | $7,344-19.1% |