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 4-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 | $13,401 | $71,057-81.1% | $93,654-85.7% | $80,874-83.4% |
| Participation rate | 95.9% | 60.4%+35.5pp | 68.7%+27.2pp | 67.6%+28.3pp |
| Annual return | 10.11% | 11.26%-1.1pp | 133.34%-123.2pp | 35.62%-25.5pp |
| Employer contribution / active EE | $764 | $1,564-51.2% | $2,421-68.5% | $2,756-72.3% |
| Participant deferral / active EE | $3,416 | $4,034-15.3% | $4,413-22.6% | $4,297-20.5% |
| Admin fee / account holder | $854 | $6,944-87.7% | $8,282-89.7% | $6,935-87.7% |