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 | $20,089 | $153,311-86.9% | $109,313-81.6% | $273,961-92.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 20.25% | 29.86%-9.6pp | 22.07%-1.8pp | 41.45%-21.2pp |
| Employer contribution / active EE | $2,440 | $5,619-56.6% | $3,892-37.3% | $4,869-49.9% |
| Participant deferral / active EE | $5,203 | $3,932+32.3% | $3,166+64.3% | $5,287-1.6% |
| Admin fee / account holder | $466 | $8,076-94.2% | $5,666-91.8% | $10,132-95.4% |