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 | $26,558 | $181,894-85.4% | $156,549-83.0% | $273,961-90.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.89% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $5,130 | $6,248-17.9% | $5,501-6.7% | $4,869+5.4% |
| Participant deferral / active EE | $5,543 | $5,550-0.1% | $4,871+13.8% | $5,287+4.8% |
| Admin fee / account holder | $307 | $15,559-98.0% | $13,027-97.6% | $10,132-97.0% |