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 | $13,479 | $109,881-87.7% | $150,045-91.0% | $84,808-84.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.46% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,655 | $3,561-25.4% | $4,693-43.4% | $2,631+0.9% |
| Participant deferral / active EE | $2,582 | $6,636-61.1% | $7,997-67.7% | $4,212-38.7% |
| Admin fee / account holder | $637 | $8,568-92.6% | $13,435-95.3% | $7,344-91.3% |