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 7-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 | $21,177 | $104,251-79.7% | $91,001-76.7% | $147,584-85.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.77% | 27.06%-9.3pp | 4.60%+13.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,288 | $3,116-26.6% | $2,456-6.8% | $4,876-53.1% |
| Participant deferral / active EE | $2,408 | $4,195-42.6% | $3,547-32.1% | $5,439-55.7% |
| Admin fee / account holder | $816 | $8,948-90.9% | $5,417-84.9% | $10,885-92.5% |