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 5-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 | $6,314 | $57,590-89.0% | $86,233-92.7% | $82,448-92.3% |
| Participation rate | 78.9% | 57.9%+21.1pp | 69.0%+9.9pp | 68.1%+10.9pp |
| Annual return | 25.89% | 22.41%+3.5pp | 61.39%-35.5pp | 41.64%-15.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,916 | $3,080-37.8% | $4,559-58.0% | $4,139-53.7% |
| Admin fee / account holder | $348 | $4,730-92.6% | $8,342-95.8% | $7,234-95.2% |