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 | $8,680 | $94,625-90.8% | $116,228-92.5% | $84,808-89.8% |
| Participation rate | 83.8% | 70.4%+13.3pp | 74.6%+9.2pp | 68.3%+15.5pp |
| Annual return | 22.63% | 20.40%+2.2pp | 90.06%-67.4pp | 40.90%-18.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,894 | $3,972-52.3% | $4,953-61.8% | $4,212-55.0% |
| Admin fee / account holder | $529 | $10,091-94.8% | $11,989-95.6% | $7,344-92.8% |