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 | $18,822 | $98,750-80.9% | $149,696-87.4% | $79,858-76.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.24% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,018 | $3,216-6.2% | $4,644-35.0% | $2,471+22.2% |
| Participant deferral / active EE | $6,515 | $5,680+14.7% | $6,842-4.8% | $3,740+74.2% |
| Admin fee / account holder | $4,431 | $6,053-26.8% | $9,309-52.4% | $5,306-16.5% |