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 4-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 | $10,880 | $118,450-90.8% | $98,439-88.9% | $139,434-92.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.40% | 18.94%+4.5pp | 21.16%+2.2pp | 372.94%-349.5pp |
| Employer contribution / active EE | $3,300 | $3,609-8.6% | $3,048+8.3% | $4,751-30.5% |
| Participant deferral / active EE | $4,776 | $5,392-11.4% | $4,738+0.8% | $6,710-28.8% |
| Admin fee / account holder | $2,142 | $14,026-84.7% | $8,948-76.1% | $11,403-81.2% |