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 | $9,273 | $73,787-87.4% | $98,716-90.6% | $82,448-88.8% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.3%+10.7pp | 68.1%+11.9pp |
| Annual return | 25.77% | 18.57%+7.2pp | 31.81%-6.0pp | 41.64%-15.9pp |
| Employer contribution / active EE | $1,049 | $1,511-30.6% | $2,279-53.9% | $2,551-58.9% |
| Participant deferral / active EE | $1,396 | $3,081-54.7% | $4,048-65.5% | $4,139-66.3% |
| Admin fee / account holder | $855 | $6,500-86.9% | $8,703-90.2% | $7,234-88.2% |