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 | $18,560 | $142,405-87.0% | $115,157-83.9% | $152,861-87.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 25.56% | 41.48%-15.9pp | 35.60%-10.0pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,002 | $4,010-25.1% | $3,179-5.6% | $4,762-37.0% |
| Participant deferral / active EE | $3,686 | $5,164-28.6% | $4,168-11.6% | $5,850-37.0% |
| Admin fee / account holder | $417 | $8,462-95.1% | $7,088-94.1% | $11,596-96.4% |