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 4-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 | $16,927 | $89,753-81.1% | $107,525-84.3% | $84,808-80.0% |
| Participation rate | 92.6% | 68.1%+24.5pp | 75.1%+17.5pp | 68.3%+24.3pp |
| Annual return | 23.04% | 29.48%-6.4pp | 181.32%-158.3pp | 40.90%-17.9pp |
| Employer contribution / active EE | $1,284 | $3,113-58.8% | $3,754-65.8% | $2,631-51.2% |
| Participant deferral / active EE | $3,291 | $4,056-18.9% | $5,116-35.7% | $4,212-21.9% |
| Admin fee / account holder | $743 | $7,222-89.7% | $8,919-91.7% | $7,344-89.9% |