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 6-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 | $17,617 | $101,724-82.7% | $164,813-89.3% | $80,856-78.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.41% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,567 | $2,953-46.9% | $4,341-63.9% | $2,755-43.1% |
| Participant deferral / active EE | $3,796 | $4,477-15.2% | $6,031-37.1% | $4,296-11.6% |
| Admin fee / account holder | $504 | $8,227-93.9% | $12,690-96.0% | $6,918-92.7% |