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 | $16,908 | $96,557-82.5% | $80,975-79.1% | $273,961-93.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.29% | 15.14%-8.9pp | 17.10%-10.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $5,007 | $4,868+2.8% | $3,714+34.8% | $4,869+2.8% |
| Participant deferral / active EE | $6,613 | $6,598+0.2% | $5,696+16.1% | $5,287+25.1% |
| Admin fee / account holder | $8,514 | $7,492+13.6% | $5,516+54.4% | $10,132-16.0% |