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 10-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 | $22,696 | $98,750-77.0% | $149,696-84.8% | $79,858-71.6% |
| Participation rate | 76.6% | 75.8%+0.8pp | 82.5%-5.9pp | 69.6%+7.0pp |
| Annual return | 42.80% | 27.43%+15.4pp | 276.60%-233.8pp | 31.71%+11.1pp |
| Employer contribution / active EE | $2,555 | $3,216-20.6% | $4,644-45.0% | $2,471+3.4% |
| Participant deferral / active EE | $3,591 | $5,680-36.8% | $6,842-47.5% | $3,740-4.0% |
| Admin fee / account holder | $311 | $6,053-94.9% | $9,309-96.7% | $5,306-94.1% |