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 | $36,708 | $138,347-73.5% | $184,203-80.1% | $80,856-54.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 20.50% | 20.02%+0.5pp | 28.81%-8.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $3,744 | $4,850-22.8% | $6,427-41.7% | $2,755+35.9% |
| Participant deferral / active EE | $9,631 | $7,071+36.2% | $9,131+5.5% | $4,296+124.2% |
| Admin fee / account holder | $2,020 | $10,483-80.7% | $13,901-85.5% | $6,918-70.8% |