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 | $16,230 | $104,251-84.4% | $91,001-82.2% | $147,584-89.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.52% | 27.06%-9.5pp | 4.60%+12.9pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,757 | $3,116-43.6% | $2,456-28.4% | $4,876-64.0% |
| Participant deferral / active EE | $3,658 | $4,195-12.8% | $3,547+3.1% | $5,439-32.7% |
| Admin fee / account holder | $801 | $8,948-91.1% | $5,417-85.2% | $10,885-92.6% |