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 | $6,147 | $80,717-92.4% | $154,803-96.0% | $84,808-92.8% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 13.34% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $531 | $2,761-80.8% | $4,305-87.7% | $2,631-79.8% |
| Participant deferral / active EE | $952 | $3,303-71.2% | $5,540-82.8% | $4,212-77.4% |
| Admin fee / account holder | $895 | $6,746-86.7% | $14,329-93.8% | $7,344-87.8% |