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 | $3,563 | $57,281-93.8% | $86,612-95.9% | $75,163-95.3% |
| Participation rate | 74.3% | 63.2%+11.1pp | 71.7%+2.6pp | 67.2%+7.1pp |
| Annual return | 15.79% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $571 | $2,314-75.3% | $3,022-81.1% | $2,670-78.6% |
| Participant deferral / active EE | $1,022 | $3,318-69.2% | $4,438-77.0% | $4,125-75.2% |
| Admin fee / account holder | $812 | $4,112-80.3% | $5,614-85.5% | $5,651-85.6% |