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 3-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 | $4,592 | $80,717-94.3% | $154,803-97.0% | $84,808-94.6% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 29.30% | 37.96%-8.7pp | 58.88%-29.6pp | 40.90%-11.6pp |
| Employer contribution / active EE | $588 | $2,761-78.7% | $4,305-86.3% | $2,631-77.6% |
| Participant deferral / active EE | $1,284 | $3,303-61.1% | $5,540-76.8% | $4,212-69.5% |
| Admin fee / account holder | $304 | $6,746-95.5% | $14,329-97.9% | $7,344-95.9% |