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 | $67,894-89.8% | $89,340-92.2% | $82,448-91.6% |
| Participation rate | 92.7% | 64.0%+28.6pp | 69.6%+23.1pp | 68.1%+24.6pp |
| Annual return | 22.13% | 19.21%+2.9pp | 20.57%+1.6pp | 41.64%-19.5pp |
| Employer contribution / active EE | $462 | $1,828-74.7% | $2,231-79.3% | $2,551-81.9% |
| Participant deferral / active EE | $1,714 | $3,072-44.2% | $3,823-55.2% | $4,139-58.6% |
| Admin fee / account holder | $890 | $5,723-84.5% | $6,704-86.7% | $7,234-87.7% |