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 | $101,554 | $142,816-28.9% | $128,366-20.9% | $248,183-59.1% |
| Participation rate | 100.0% | 22.2%+77.8pp | 19.3%+80.7pp | 45.9%+54.1pp |
| Annual return | 16.32% | 8.48%+7.8pp | 9.39%+6.9pp | 10.21%+6.1pp |
| Employer contribution / active EE | $10,463 | $40,983-74.5% | $33,466-68.7% | $42,272-75.2% |
| Participant deferral / active EE | $4,250 | $682+522.9% | $657+546.7% | $121+3421.1% |
| Admin fee / account holder | $5,122 | $2,425+111.2% | $2,132+140.2% | $13,518-62.1% |