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 3-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 | $13,207 | $201,272-93.4% | $184,203-92.8% | $145,922-90.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.55% | 29.00%+6.5pp | 28.81%+6.7pp | 561.29%-525.7pp |
| Employer contribution / active EE | $3,080 | $7,022-56.1% | $6,427-52.1% | $4,660-33.9% |
| Participant deferral / active EE | $6,466 | $9,806-34.1% | $9,131-29.2% | $6,688-3.3% |
| Admin fee / account holder | $624 | $16,364-96.2% | $13,901-95.5% | $13,397-95.3% |