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 | $32,512 | $95,803-66.1% | $113,168-71.3% | $84,808-61.7% |
| Participation rate | 90.5% | 72.9%+17.7pp | 76.6%+14.0pp | 68.3%+22.2pp |
| Annual return | 16.67% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,678 | $2,360+13.5% | $2,975-10.0% | $2,631+1.8% |
| Participant deferral / active EE | $5,582 | $4,242+31.6% | $5,107+9.3% | $4,212+32.5% |
| Admin fee / account holder | $3,801 | $8,989-57.7% | $12,068-68.5% | $7,344-48.2% |