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 | $9,744 | $94,625-89.7% | $116,228-91.6% | $84,808-88.5% |
| Participation rate | 94.9% | 70.4%+24.4pp | 74.6%+20.3pp | 68.3%+26.6pp |
| Annual return | 90.21% | 20.40%+69.8pp | 90.06%+0.2pp | 40.90%+49.3pp |
| Employer contribution / active EE | $888 | $2,347-62.2% | $2,994-70.3% | $2,631-66.3% |
| Participant deferral / active EE | $2,016 | $3,972-49.2% | $4,953-59.3% | $4,212-52.1% |
| Admin fee / account holder | $1,694 | $10,091-83.2% | $11,989-85.9% | $7,344-76.9% |