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 | $15,127 | $181,894-91.7% | $156,549-90.3% | $273,961-94.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.08% | 30.74%-16.7pp | 32.23%-18.1pp | 41.45%-27.4pp |
| Employer contribution / active EE | $3,957 | $6,248-36.7% | $5,501-28.1% | $4,869-18.7% |
| Participant deferral / active EE | $5,771 | $5,550+4.0% | $4,871+18.5% | $5,287+9.2% |
| Admin fee / account holder | $312 | $15,559-98.0% | $13,027-97.6% | $10,132-96.9% |