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 5-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 | $8,467 | $110,257-92.3% | $96,544-91.2% | $139,434-93.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 26.81% | 26.32%+0.5pp | 25.84%+1.0pp | 372.94%-346.1pp |
| Employer contribution / active EE | $1,838 | $3,620-49.2% | $2,965-38.0% | $4,751-61.3% |
| Participant deferral / active EE | $2,194 | $5,548-60.5% | $4,851-54.8% | $6,710-67.3% |
| Admin fee / account holder | $592 | $11,591-94.9% | $8,252-92.8% | $11,403-94.8% |