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 6-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 | $21,416 | $178,174-88.0% | $156,181-86.3% | $137,256-84.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.43% | 84.19%-64.8pp | 64.87%-45.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,664 | $4,972-66.5% | $4,294-61.2% | $4,156-60.0% |
| Participant deferral / active EE | $4,228 | $6,888-38.6% | $6,132-31.1% | $6,407-34.0% |
| Admin fee / account holder | $2,268 | $17,404-87.0% | $14,586-84.4% | $12,270-81.5% |