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 | $25,286 | $91,552-72.4% | $133,956-81.1% | $79,858-68.3% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 14.86% | 61.85%-47.0pp | 45.09%-30.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,897 | $2,384+21.5% | $3,919-26.1% | $2,471+17.3% |
| Participant deferral / active EE | $3,810 | $3,733+2.0% | $5,048-24.5% | $3,740+1.9% |
| Admin fee / account holder | $2,179 | $6,321-65.5% | $8,927-75.6% | $5,306-58.9% |