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 | $106,749-87.4% | $145,433-90.7% | $82,448-83.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.46% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $2,655 | $3,444-22.9% | $4,554-41.7% | $2,551+4.1% |
| Participant deferral / active EE | $2,582 | $6,519-60.4% | $7,897-67.3% | $4,139-37.6% |
| Admin fee / account holder | $637 | $8,390-92.4% | $13,129-95.1% | $7,234-91.2% |