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 7-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 | $4,735 | $73,933-93.6% | $96,683-95.1% | $75,163-93.7% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.1pp |
| Annual return | 35.01% | 26.70%+8.3pp | 35.69%-0.7pp | 160.62%-125.6pp |
| Employer contribution / active EE | $932 | $2,928-68.2% | $3,737-75.1% | $2,670-65.1% |
| Participant deferral / active EE | $1,570 | $3,659-57.1% | $4,878-67.8% | $4,125-61.9% |
| Admin fee / account holder | $310 | $5,216-94.1% | $6,730-95.4% | $5,651-94.5% |