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 | $30,506 | $87,841-65.3% | $133,980-77.2% | $62,891-51.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 16.04% | 12.05%+4.0pp | 29.30%-13.3pp | 20.14%-4.1pp |
| Employer contribution / active EE | $4,416 | $3,483+26.8% | $5,211-15.3% | $2,281+93.6% |
| Participant deferral / active EE | $4,108 | $4,812-14.6% | $6,282-34.6% | $3,203+28.3% |
| Admin fee / account holder | $661 | $5,371-87.7% | $9,324-92.9% | $4,296-84.6% |