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 3-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 | $3,906 | $60,022-93.5% | $88,946-95.6% | $84,808-95.4% |
| Participation rate | 81.6% | 57.8%+23.7pp | 68.8%+12.7pp | 68.3%+13.3pp |
| Annual return | 20.53% | 22.43%-1.9pp | 57.82%-37.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,231 | $3,114-60.5% | $4,581-73.1% | $4,212-70.8% |
| Admin fee / account holder | $748 | $4,811-84.5% | $8,261-90.9% | $7,344-89.8% |