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 | $24,022 | $176,812-86.4% | $146,665-83.6% | $167,490-85.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.70% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $5,436 | $5,160+5.3% | $4,136+31.4% | $4,837+12.4% |
| Participant deferral / active EE | $6,907 | $6,440+7.3% | $5,506+25.5% | $6,341+8.9% |
| Admin fee / account holder | $365 | $13,259-97.2% | $10,280-96.5% | $12,309-97.0% |