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 | $36,422 | $138,347-73.7% | $184,203-80.2% | $80,856-55.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.36% | 20.02%-4.7pp | 28.81%-13.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,804 | $4,850-21.6% | $6,427-40.8% | $2,755+38.1% |
| Participant deferral / active EE | $9,588 | $7,071+35.6% | $9,131+5.0% | $4,296+123.2% |
| Admin fee / account holder | $32,783 | $10,483+212.7% | $13,901+135.8% | $6,918+373.9% |