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 | $24,064 | $153,772-84.4% | $133,980-82.0% | $273,961-91.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.89% | 36.51%-32.6pp | 29.30%-25.4pp | 41.45%-37.6pp |
| Employer contribution / active EE | $2,308 | $6,029-61.7% | $5,211-55.7% | $4,869-52.6% |
| Participant deferral / active EE | $6,891 | $6,958-1.0% | $6,282+9.7% | $5,287+30.3% |
| Admin fee / account holder | $1,667 | $11,765-85.8% | $9,324-82.1% | $10,132-83.5% |