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 | $30,488 | $91,552-66.7% | $133,956-77.2% | $79,858-61.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.67% | 61.85%-47.2pp | 45.09%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,089 | $2,384+29.6% | $3,919-21.2% | $2,471+25.0% |
| Participant deferral / active EE | $2,219 | $3,733-40.6% | $5,048-56.0% | $3,740-40.7% |
| Admin fee / account holder | $2,957 | $6,321-53.2% | $8,927-66.9% | $5,306-44.3% |