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 | $3,999 | $79,944-95.0% | $98,439-95.9% | $75,163-94.7% |
| Participation rate | 81.3% | 70.4%+10.9pp | 75.2%+6.1pp | 67.2%+14.1pp |
| Annual return | 28.63% | 19.75%+8.9pp | 21.16%+7.5pp | 160.62%-132.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,408 | $3,752-35.8% | $4,738-49.2% | $4,125-41.6% |
| Admin fee / account holder | $595 | $6,840-91.3% | $8,948-93.4% | $5,651-89.5% |