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 | $6,321 | $76,407-91.7% | $150,298-95.8% | $82,448-92.3% |
| Participation rate | 94.1% | 66.4%+27.7pp | 77.8%+16.4pp | 68.1%+26.0pp |
| Annual return | 29.91% | 39.99%-10.1pp | 62.79%-32.9pp | 41.64%-11.7pp |
| Employer contribution / active EE | $878 | $2,614-66.4% | $4,154-78.9% | $2,551-65.6% |
| Participant deferral / active EE | $2,312 | $3,214-28.1% | $5,453-57.6% | $4,139-44.2% |
| Admin fee / account holder | $482 | $6,352-92.4% | $14,116-96.6% | $7,234-93.3% |