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 5-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 | $7,952 | $49,915-84.1% | $154,803-94.9% | $74,304-89.3% |
| Participation rate | 84.3% | 54.0%+30.4pp | 78.1%+6.2pp | 60.3%+24.0pp |
| Annual return | 15.29% | 34.06%-18.8pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $528 | $1,611-67.2% | $4,305-87.7% | $2,241-76.4% |
| Participant deferral / active EE | $1,564 | $2,255-30.6% | $5,540-71.8% | $3,767-58.5% |
| Admin fee / account holder | $854 | $2,189-61.0% | $14,329-94.0% | $2,969-71.2% |