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 4-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 | $21,627 | $179,726-88.0% | $156,263-86.2% | $142,382-84.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.62% | 77.86%-58.2pp | 59.47%-39.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,933 | $5,069-61.9% | $4,333-55.4% | $4,299-55.0% |
| Participant deferral / active EE | $10,803 | $6,956+55.3% | $6,158+75.4% | $6,507+66.0% |
| Admin fee / account holder | $21,844 | $17,272+26.5% | $14,255+53.2% | $12,624+73.0% |