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 5-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 | $18,033 | $185,822-90.3% | $169,993-89.4% | $139,434-87.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.94% | 60.50%-46.6pp | 53.37%-39.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $5,145 | $7,590-32.2% | $6,785-24.2% | $4,751+8.3% |
| Participant deferral / active EE | $5,385 | $11,622-53.7% | $10,408-48.3% | $6,710-19.7% |
| Admin fee / account holder | $375 | $15,381-97.6% | $12,815-97.1% | $11,403-96.7% |