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 | $18,985 | $116,175-83.7% | $93,606-79.7% | $152,861-87.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.06% | 35.96%-12.9pp | 32.76%-9.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,672 | $3,218-48.1% | $2,718-38.5% | $4,762-64.9% |
| Participant deferral / active EE | $2,522 | $4,603-45.2% | $4,069-38.0% | $5,850-56.9% |
| Admin fee / account holder | $1,420 | $10,748-86.8% | $7,888-82.0% | $11,596-87.8% |