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 | $13,841 | $124,425-88.9% | $112,040-87.6% | $137,256-89.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.06% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,822 | $3,411-46.6% | $2,954-38.3% | $4,156-56.2% |
| Participant deferral / active EE | $5,876 | $5,718+2.8% | $5,098+15.3% | $6,407-8.3% |
| Admin fee / account holder | $2,100 | $15,207-86.2% | $12,098-82.6% | $12,270-82.9% |