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 4-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 | $6,543 | $81,460-92.0% | $103,333-93.7% | $80,856-91.9% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.6%+28.8pp |
| Annual return | 12.75% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,823 | $3,105-41.3% | $3,868-52.9% | $2,755-33.8% |
| Participant deferral / active EE | $2,215 | $3,869-42.7% | $5,057-56.2% | $4,296-48.4% |
| Admin fee / account holder | $954 | $6,566-85.5% | $8,355-88.6% | $6,918-86.2% |