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 | $10,458 | $96,956-89.2% | $70,014-85.1% | $273,961-96.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 10.06% | 12.93%-2.9pp | 12.99%-2.9pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,764 | $3,316-46.8% | $2,338-24.6% | $4,869-63.8% |
| Participant deferral / active EE | $3,939 | $3,744+5.2% | $2,931+34.4% | $5,287-25.5% |
| Admin fee / account holder | $1,434 | $7,934-81.9% | $4,380-67.3% | $10,132-85.8% |