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 | $10,980 | $87,013-87.4% | $106,213-89.7% | $80,856-86.4% |
| Participation rate | 93.0% | 70.4%+22.5pp | 75.3%+17.7pp | 67.6%+25.3pp |
| Annual return | 49.80% | 17.05%+32.8pp | 116.14%-66.3pp | 35.59%+14.2pp |
| Employer contribution / active EE | $818 | $2,395-65.8% | $3,171-74.2% | $2,755-70.3% |
| Participant deferral / active EE | $2,037 | $3,986-48.9% | $5,016-59.4% | $4,296-52.6% |
| Admin fee / account holder | $1,652 | $8,431-80.4% | $11,033-85.0% | $6,918-76.1% |