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 8-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 | $227,161 | $642,683-64.7% | $386,318-41.2% | $357,791-36.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 67.7%+32.3pp | 85.6%+14.4pp |
| Annual return | 14.60% | -6.86%+21.5pp | -2.64%+17.2pp | 396.79%-382.2pp |
| Employer contribution / active EE | $30,773 | $5,282+482.6% | $4,025+664.5% | $7,508+309.9% |
| Participant deferral / active EE | $19,100 | $3,904+389.2% | $3,524+441.9% | $5,521+246.0% |
| Admin fee / account holder | $21,300 | $23,448-9.2% | $16,179+31.7% | $28,387-25.0% |