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 | $15,508 | $118,450-86.9% | $98,439-84.2% | $139,434-88.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.07% | 18.94%-0.9pp | 21.16%-3.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,028 | $3,609-43.8% | $3,048-33.5% | $4,751-57.3% |
| Participant deferral / active EE | $5,580 | $5,392+3.5% | $4,738+17.8% | $6,710-16.8% |
| Admin fee / account holder | $483 | $14,026-96.6% | $8,948-94.6% | $11,403-95.8% |