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 | $9,753 | $84,233-88.4% | $170,442-94.3% | $70,131-86.1% |
| Participation rate | 84.3% | 70.8%+13.5pp | 83.6%+0.7pp | 69.5%+14.8pp |
| Annual return | 20.65% | 23.06%-2.4pp | 205.93%-185.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $446 | $3,387-86.8% | $5,433-91.8% | $2,342-81.0% |
| Participant deferral / active EE | $1,233 | $3,086-60.1% | $4,939-75.0% | $3,332-63.0% |
| Admin fee / account holder | $693 | $5,698-87.8% | $13,880-95.0% | $4,645-85.1% |