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 | $11,697 | $88,672-86.8% | $105,223-88.9% | $82,448-85.8% |
| Participation rate | 90.2% | 67.9%+22.3pp | 75.0%+15.2pp | 68.1%+22.2pp |
| Annual return | 23.49% | 30.86%-7.4pp | 180.65%-157.2pp | 41.64%-18.2pp |
| Employer contribution / active EE | $801 | $3,048-73.7% | $3,689-78.3% | $2,551-68.6% |
| Participant deferral / active EE | $2,648 | $4,036-34.4% | $5,072-47.8% | $4,139-36.0% |
| Admin fee / account holder | $1,101 | $7,146-84.6% | $8,859-87.6% | $7,234-84.8% |