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 10-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 | $7,075 | $60,892-88.4% | $82,389-91.4% | $84,808-91.7% |
| Participation rate | 84.6% | 63.3%+21.3pp | 69.5%+15.1pp | 68.3%+16.3pp |
| Annual return | 27.80% | 37.29%-9.5pp | 28.67%-0.9pp | 40.90%-13.1pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,219 | $3,179-61.6% | $4,155-70.7% | $4,212-71.1% |
| Admin fee / account holder | $336 | $5,467-93.8% | $7,231-95.3% | $7,344-95.4% |