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 | $7,756 | $102,605-92.4% | $145,661-94.7% | $84,808-90.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 21.15% | 26.50%-5.4pp | 101.46%-80.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,138 | $3,325-35.7% | $4,238-49.5% | $2,631-18.7% |
| Participant deferral / active EE | $3,337 | $5,750-42.0% | $7,198-53.6% | $4,212-20.8% |
| Admin fee / account holder | $330 | $8,758-96.2% | $12,466-97.4% | $7,344-95.5% |