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 | $10,540 | $99,341-89.4% | $84,750-87.6% | $273,961-96.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 32.70% | 22.93%+9.8pp | 22.78%+9.9pp | 41.45%-8.8pp |
| Employer contribution / active EE | $872 | $4,214-79.3% | $3,574-75.6% | $4,869-82.1% |
| Participant deferral / active EE | $2,321 | $4,269-45.6% | $3,712-37.5% | $5,287-56.1% |
| Admin fee / account holder | $1,052 | $6,644-84.2% | $5,332-80.3% | $10,132-89.6% |