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 | $19,747 | $102,828-80.8% | $105,387-81.3% | $152,861-87.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.93% | 20.85%+1.1pp | 26.82%-4.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,200 | $4,473-28.4% | $4,213-24.0% | $4,762-32.8% |
| Participant deferral / active EE | $7,376 | $5,465+35.0% | $5,502+34.1% | $5,850+26.1% |
| Admin fee / account holder | $1,169 | $8,683-86.5% | $6,559-82.2% | $11,596-89.9% |