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 | $3,493 | $110,261-96.8% | $95,745-96.4% | $139,434-97.5% |
| Participation rate | 72.2% | 75.8%-3.5pp | 72.3%0pp | 80.3%-8.1pp |
| Annual return | 26.72% | 27.11%-0.4pp | 28.35%-1.6pp | 372.94%-346.2pp |
| Employer contribution / active EE | $564 | $3,257-82.7% | $2,835-80.1% | $4,751-88.1% |
| Participant deferral / active EE | $864 | $4,676-81.5% | $4,245-79.6% | $6,710-87.1% |
| Admin fee / account holder | $335 | $6,613-94.9% | $5,678-94.1% | $11,403-97.1% |