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 10-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 | $9,554 | $40,256-76.3% | $57,343-83.3% | $59,632-84.0% |
| Participation rate | 89.7% | 69.2%+20.5pp | 75.1%+14.6pp | 68.7%+21.0pp |
| Annual return | 1.54% | 27.49%-26.0pp | 24.39%-22.9pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $995 | $1,922-48.2% | $2,689-63.0% | $2,203-54.8% |
| Participant deferral / active EE | $773 | $2,399-67.8% | $3,162-75.6% | $3,192-75.8% |
| Admin fee / account holder | $465 | $2,818-83.5% | $3,356-86.1% | $4,297-89.2% |