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 10-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 | $10,339 | $56,054-81.6% | $171,082-94.0% | $62,891-83.6% |
| Participation rate | 86.1% | 62.9%+23.2pp | 76.7%+9.4pp | 69.3%+16.8pp |
| Annual return | 8.56% | 22.52%-14.0pp | 32.56%-24.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $591 | $1,731-65.9% | $4,002-85.2% | $2,281-74.1% |
| Participant deferral / active EE | $1,310 | $3,158-58.5% | $4,797-72.7% | $3,203-59.1% |
| Admin fee / account holder | $544 | $3,647-85.1% | $8,520-93.6% | $4,296-87.3% |