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 | $6,501 | $81,248-92.0% | $155,509-95.8% | $80,856-92.0% |
| Participation rate | 75.7% | 66.2%+9.4pp | 78.2%-2.5pp | 67.6%+8.0pp |
| Annual return | 73.99% | 33.31%+40.7pp | 64.67%+9.3pp | 35.59%+38.4pp |
| Employer contribution / active EE | $599 | $3,100-80.7% | $4,672-87.2% | $2,755-78.2% |
| Participant deferral / active EE | $1,591 | $3,452-53.9% | $5,626-71.7% | $4,296-63.0% |
| Admin fee / account holder | $497 | $7,997-93.8% | $15,912-96.9% | $6,918-92.8% |