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 4-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 | $19,806 | $109,413-81.9% | $156,263-87.3% | $84,808-76.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 21.43% | 20.18%+1.2pp | 59.47%-38.0pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,329 | $2,907-19.9% | $4,333-46.2% | $2,631-11.5% |
| Participant deferral / active EE | $3,510 | $4,590-23.5% | $6,158-43.0% | $4,212-16.7% |
| Admin fee / account holder | $1,015 | $9,357-89.1% | $14,255-92.9% | $7,344-86.2% |