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 | $22,172 | $91,552-75.8% | $133,956-83.4% | $79,858-72.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.17% | 61.85%-49.7pp | 45.09%-32.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,622 | $2,384+10.0% | $3,919-33.1% | $2,471+6.1% |
| Participant deferral / active EE | $1,808 | $3,733-51.6% | $5,048-64.2% | $3,740-51.7% |
| Admin fee / account holder | $668 | $6,321-89.4% | $8,927-92.5% | $5,306-87.4% |