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 | $6,195 | $68,719-91.0% | $91,541-93.2% | $84,808-92.7% |
| Participation rate | 76.3% | 64.5%+11.8pp | 69.8%+6.5pp | 68.3%+8.0pp |
| Annual return | 22.46% | 19.12%+3.3pp | 20.50%+2.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $630 | $1,920-67.2% | $2,505-74.8% | $2,631-76.0% |
| Participant deferral / active EE | $1,285 | $3,136-59.0% | $4,008-67.9% | $4,212-69.5% |
| Admin fee / account holder | $871 | $5,786-85.0% | $6,956-87.5% | $7,344-88.1% |