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 | $31,876 | $180,028-82.3% | $138,135-76.9% | $158,922-79.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 22.76% | 21.68%+1.1pp | 20.51%+2.2pp | 302.83%-280.1pp |
| Employer contribution / active EE | $5,223 | $7,470-30.1% | $5,587-6.5% | $4,761+9.7% |
| Participant deferral / active EE | $7,542 | $7,717-2.3% | $6,431+17.3% | $5,982+26.1% |
| Admin fee / account holder | $3,436 | $17,912-80.8% | $11,856-71.0% | $11,246-69.4% |