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 | $19,990 | $215,361-90.7% | $171,082-88.3% | $273,961-92.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.29% | 25.14%-18.8pp | 32.56%-26.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,100 | $4,967-57.7% | $4,002-47.5% | $4,869-56.9% |
| Participant deferral / active EE | $4,136 | $5,543-25.4% | $4,797-13.8% | $5,287-21.8% |
| Admin fee / account holder | $1,649 | $10,846-84.8% | $8,520-80.6% | $10,132-83.7% |