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 | $28,781 | $86,286-66.6% | $111,297-74.1% | $85,850-66.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 19.21% | 19.99%-0.8pp | 54.65%-35.4pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,962 | $2,043+45.0% | $2,731+8.5% | $2,565+15.5% |
| Participant deferral / active EE | $3,147 | $3,641-13.6% | $4,487-29.9% | $3,952-20.4% |
| Admin fee / account holder | $2,015 | $8,188-75.4% | $7,964-74.7% | $6,260-67.8% |