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 | $11,600 | $127,065-90.9% | $113,168-89.8% | $142,382-91.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 25.07% | 24.03%+1.0pp | 24.27%+0.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,103 | $3,442-38.9% | $2,975-29.3% | $4,299-51.1% |
| Participant deferral / active EE | $4,524 | $5,716-20.9% | $5,107-11.4% | $6,507-30.5% |
| Admin fee / account holder | $1,026 | $15,736-93.5% | $12,068-91.5% | $12,624-91.9% |