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 3-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 | $19,587 | $214,378-90.9% | $200,582-90.2% | $142,382-86.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 53.04% | 46.41%+6.6pp | 42.33%+10.7pp | 217.08%-164.0pp |
| Employer contribution / active EE | $3,018 | $6,841-55.9% | $6,419-53.0% | $4,299-29.8% |
| Participant deferral / active EE | $5,879 | $9,865-40.4% | $9,331-37.0% | $6,507-9.7% |
| Admin fee / account holder | $7,175 | $17,692-59.4% | $16,305-56.0% | $12,624-43.2% |