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 3-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 | $21,156 | $106,749-80.2% | $145,433-85.5% | $82,448-74.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.66% | 27.59%-2.9pp | 66.58%-41.9pp | 41.64%-17.0pp |
| Employer contribution / active EE | $8,606 | $3,444+149.9% | $4,554+89.0% | $2,551+237.4% |
| Participant deferral / active EE | $4,707 | $6,519-27.8% | $7,897-40.4% | $4,139+13.7% |
| Admin fee / account holder | $1,458 | $8,390-82.6% | $13,129-88.9% | $7,234-79.9% |