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 6-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 | $6,931 | $68,719-89.9% | $91,541-92.4% | $84,808-91.8% |
| Participation rate | 92.7% | 64.5%+28.2pp | 69.8%+22.9pp | 68.3%+24.4pp |
| Annual return | 22.13% | 19.12%+3.0pp | 20.50%+1.6pp | 40.90%-18.8pp |
| Employer contribution / active EE | $462 | $1,920-75.9% | $2,505-81.5% | $2,631-82.4% |
| Participant deferral / active EE | $1,714 | $3,136-45.3% | $4,008-57.2% | $4,212-59.3% |
| Admin fee / account holder | $890 | $5,786-84.6% | $6,956-87.2% | $7,344-87.9% |