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 5-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 | $16,564 | $74,927-77.9% | $101,794-83.7% | $84,808-80.5% |
| Participation rate | 90.9% | 61.4%+29.5pp | 69.2%+21.7pp | 68.3%+22.6pp |
| Annual return | 18.71% | 18.70%0pp | 30.53%-11.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,002 | $1,522-34.2% | $2,289-56.2% | $2,631-61.9% |
| Participant deferral / active EE | $1,989 | $3,099-35.8% | $4,084-51.3% | $4,212-52.8% |
| Admin fee / account holder | $819 | $6,514-87.4% | $8,777-90.7% | $7,344-88.8% |