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 | $7,280 | $71,050-89.8% | $93,606-92.2% | $80,856-91.0% |
| Participation rate | 95.5% | 60.4%+35.1pp | 68.7%+26.8pp | 67.6%+27.9pp |
| Annual return | 13.51% | 11.26%+2.3pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $977 | $1,564-37.5% | $2,420-59.6% | $2,755-64.5% |
| Participant deferral / active EE | $1,598 | $4,034-60.4% | $4,411-63.8% | $4,296-62.8% |
| Admin fee / account holder | $450 | $6,945-93.5% | $8,285-94.6% | $6,918-93.5% |