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 | $9,714 | $154,228-93.7% | $145,433-93.3% | $137,256-92.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.34% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,797 | $4,804-41.8% | $4,554-38.6% | $4,156-32.7% |
| Participant deferral / active EE | $3,316 | $8,216-59.6% | $7,897-58.0% | $6,407-48.2% |
| Admin fee / account holder | $599 | $14,344-95.8% | $13,129-95.4% | $12,270-95.1% |