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 | $166,974 | $859,867-80.6% | $229,680-27.3% | $859,867-80.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 75.0%+25.0pp | 85.0%+15.0pp |
| Annual return | 8.84% | 11.50%-2.7pp | 10.45%-1.6pp | 11.50%-2.7pp |
| Employer contribution / active EE | $6,889 | $22,247-69.0% | $3,810+80.8% | $22,247-69.0% |
| Participant deferral / active EE | $0 | $7,004-100.0% | $6,043-100.0% | $7,004-100.0% |
| Admin fee / account holder | $2,505 | $31,890-92.1% | $1,164+115.3% | $31,890-92.1% |