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 | $18,703 | $87,013-78.5% | $106,213-82.4% | $80,856-76.9% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.3%+13.6pp | 67.6%+21.3pp |
| Annual return | 13.81% | 17.05%-3.2pp | 116.14%-102.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $737 | $2,395-69.2% | $3,171-76.8% | $2,755-73.3% |
| Participant deferral / active EE | $4,362 | $3,986+9.4% | $5,016-13.0% | $4,296+1.5% |
| Admin fee / account holder | $2,975 | $8,431-64.7% | $11,033-73.0% | $6,918-57.0% |