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 10-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 | $6,212 | $39,122-84.1% | $57,179-89.1% | $62,891-90.1% |
| Participation rate | 86.8% | 70.5%+16.3pp | 75.3%+11.4pp | 69.3%+17.5pp |
| Annual return | 7.61% | 9.23%-1.6pp | 14.59%-7.0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $398 | $1,874-78.8% | $2,682-85.2% | $2,281-82.6% |
| Participant deferral / active EE | $1,597 | $2,374-32.7% | $3,096-48.4% | $3,203-50.1% |
| Admin fee / account holder | $1,136 | $2,592-56.2% | $3,139-63.8% | $4,296-73.6% |