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 | $5,965 | $89,698-93.3% | $103,464-94.2% | $80,874-92.6% |
| Participation rate | 95.5% | 76.0%+19.5pp | 80.5%+14.9pp | 67.6%+27.8pp |
| Annual return | 13.06% | 22.78%-9.7pp | 23.91%-10.9pp | 35.62%-22.6pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,677-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,967 | $5,456-64.0% | $6,624-70.3% | $4,297-54.2% |
| Admin fee / account holder | $369 | $6,768-94.5% | $9,410-96.1% | $6,935-94.7% |