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 6-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 | $10,279 | $61,605-83.3% | $112,229-90.8% | $75,163-86.3% |
| Participation rate | 97.2% | 61.7%+35.5pp | 72.4%+24.8pp | 67.2%+30.0pp |
| Annual return | 17.49% | 28.47%-11.0pp | 30.20%-12.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $725 | $2,015-64.0% | $3,430-78.9% | $2,670-72.8% |
| Participant deferral / active EE | $1,853 | $3,108-40.4% | $4,798-61.4% | $4,125-55.1% |
| Admin fee / account holder | $1,566 | $4,862-67.8% | $7,748-79.8% | $5,651-72.3% |