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 | $6,719 | $80,717-91.7% | $154,803-95.7% | $84,808-92.1% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 13.88% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $522 | $2,761-81.1% | $4,305-87.9% | $2,631-80.2% |
| Participant deferral / active EE | $1,185 | $3,303-64.1% | $5,540-78.6% | $4,212-71.9% |
| Admin fee / account holder | $1,543 | $6,746-77.1% | $14,329-89.2% | $7,344-79.0% |