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 | $29,254 | $153,772-81.0% | $133,980-78.2% | $273,961-89.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.55% | 36.51%-32.0pp | 29.30%-24.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,717 | $6,029-38.4% | $5,211-28.7% | $4,869-23.7% |
| Participant deferral / active EE | $7,240 | $6,958+4.0% | $6,282+15.3% | $5,287+36.9% |
| Admin fee / account holder | $2,558 | $11,765-78.3% | $9,324-72.6% | $10,132-74.8% |