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 6-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 | $3,341 | $62,573-94.7% | $85,682-96.1% | $85,850-96.1% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.9%+5.1pp | 69.3%+5.7pp |
| Annual return | 19.62% | 23.77%-4.1pp | 21.49%-1.9pp | 318.53%-298.9pp |
| Employer contribution / active EE | $553 | $1,757-68.5% | $2,618-78.9% | $2,565-78.4% |
| Participant deferral / active EE | $1,162 | $2,802-58.5% | $3,923-70.4% | $3,952-70.6% |
| Admin fee / account holder | $327 | $4,640-93.0% | $6,873-95.2% | $6,260-94.8% |