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 | $18,104 | $60,349-70.0% | $74,183-75.6% | $62,891-71.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 16.47% | 21.37%-4.9pp | 17.74%-1.3pp | 20.14%-3.7pp |
| Employer contribution / active EE | $2,611 | $1,680+55.4% | $2,370+10.2% | $2,281+14.5% |
| Participant deferral / active EE | $4,454 | $2,856+56.0% | $3,550+25.5% | $3,203+39.1% |
| Admin fee / account holder | $596 | $4,261-86.0% | $5,586-89.3% | $4,296-86.1% |