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 | $13,248 | $122,239-89.2% | $184,203-92.8% | $74,495-82.2% |
| Participation rate | 89.5% | 85.5%+4.0pp | 86.8%+2.7pp | 67.2%+22.3pp |
| Annual return | 22.53% | 19.95%+2.6pp | 28.81%-6.3pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,844 | $7,139-32.1% | $9,131-46.9% | $4,346+11.5% |
| Admin fee / account holder | $442 | $1,260-64.9% | $13,901-96.8% | $1,942-77.3% |