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 | $3,926 | $77,899-95.0% | $149,673-97.4% | $75,163-94.8% |
| Participation rate | 87.1% | 65.6%+21.6pp | 78.8%+8.4pp | 67.2%+20.0pp |
| Annual return | 49.78% | 31.72%+18.1pp | 134.42%-84.6pp | 160.62%-110.8pp |
| Employer contribution / active EE | $984 | $3,137-68.6% | $4,818-79.6% | $2,670-63.1% |
| Participant deferral / active EE | $2,180 | $3,411-36.1% | $5,680-61.6% | $4,125-47.2% |
| Admin fee / account holder | $359 | $5,956-94.0% | $13,210-97.3% | $5,651-93.6% |