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 | $67,894-90.9% | $89,340-93.1% | $82,448-92.5% |
| Participation rate | 76.3% | 64.0%+12.3pp | 69.6%+6.7pp | 68.1%+8.2pp |
| Annual return | 22.46% | 19.21%+3.3pp | 20.57%+1.9pp | 41.64%-19.2pp |
| Employer contribution / active EE | $630 | $1,828-65.5% | $2,231-71.8% | $2,551-75.3% |
| Participant deferral / active EE | $1,285 | $3,072-58.2% | $3,823-66.4% | $4,139-68.9% |
| Admin fee / account holder | $871 | $5,723-84.8% | $6,704-87.0% | $7,234-88.0% |