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 | $14,315 | $78,705-81.8% | $117,854-87.9% | $70,131-79.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.25% | 23.30%-6.0pp | 335.08%-317.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,011 | $2,223-9.5% | $3,786-46.9% | $2,342-14.1% |
| Participant deferral / active EE | $3,279 | $3,297-0.6% | $4,482-26.8% | $3,332-1.6% |
| Admin fee / account holder | $1,012 | $5,065-80.0% | $8,020-87.4% | $4,645-78.2% |