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 | $17,098 | $78,926-78.3% | $136,749-87.5% | $84,808-79.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 18.86% | 18.17%+0.7pp | 24.33%-5.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,348 | $2,134+10.0% | $3,400-30.9% | $2,631-10.8% |
| Participant deferral / active EE | $3,033 | $3,168-4.3% | $4,692-35.4% | $4,212-28.0% |
| Admin fee / account holder | $2,652 | $6,369-58.4% | $11,386-76.7% | $7,344-63.9% |