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 | $8,984 | $100,326-91.0% | $180,183-95.0% | $84,808-89.4% |
| Participation rate | 93.8% | 71.0%+22.7pp | 77.4%+16.3pp | 68.3%+25.4pp |
| Annual return | 20.07% | 17.86%+2.2pp | 27.86%-7.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,868 | $3,269-42.9% | $5,039-62.9% | $2,631-29.0% |
| Participant deferral / active EE | $2,260 | $5,066-55.4% | $6,822-66.9% | $4,212-46.3% |
| Admin fee / account holder | $1,681 | $9,674-82.6% | $19,975-91.6% | $7,344-77.1% |