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 | $17,287 | $162,781-89.4% | $133,956-87.1% | $158,922-89.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.60% | 41.94%-26.3pp | 45.09%-29.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,541 | $4,975-48.9% | $3,919-35.2% | $4,761-46.6% |
| Participant deferral / active EE | $3,526 | $5,911-40.4% | $5,048-30.1% | $5,982-41.1% |
| Admin fee / account holder | $1,375 | $11,736-88.3% | $8,927-84.6% | $11,246-87.8% |