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 | $27,140 | $94,625-71.3% | $116,228-76.6% | $84,808-68.0% |
| Participation rate | 96.6% | 70.4%+26.1pp | 74.6%+22.0pp | 68.3%+28.2pp |
| Annual return | 74.71% | 20.40%+54.3pp | 90.06%-15.3pp | 40.90%+33.8pp |
| Employer contribution / active EE | $2,614 | $2,347+11.4% | $2,994-12.7% | $2,631-0.7% |
| Participant deferral / active EE | $5,081 | $3,972+27.9% | $4,953+2.6% | $4,212+20.6% |
| Admin fee / account holder | $1,195 | $10,091-88.2% | $11,989-90.0% | $7,344-83.7% |