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 | $4,425 | $77,899-94.3% | $149,673-97.0% | $75,163-94.1% |
| Participation rate | 74.2% | 65.6%+8.6pp | 78.8%-4.6pp | 67.2%+7.0pp |
| Annual return | 22.52% | 31.72%-9.2pp | 134.42%-111.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $2,577 | $3,137-17.9% | $4,818-46.5% | $2,670-3.5% |
| Participant deferral / active EE | $3,498 | $3,411+2.5% | $5,680-38.4% | $4,125-15.2% |
| Admin fee / account holder | $1,298 | $5,956-78.2% | $13,210-90.2% | $5,651-77.0% |