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 | $6,857 | $53,127-87.1% | $86,590-92.1% | $70,131-90.2% |
| Participation rate | 88.5% | 65.3%+23.2pp | 73.5%+14.9pp | 69.5%+18.9pp |
| Annual return | 23.64% | 27.66%-4.0pp | 964.84%-941.2pp | 73.14%-49.5pp |
| Employer contribution / active EE | $455 | $2,068-78.0% | $2,839-84.0% | $2,342-80.6% |
| Participant deferral / active EE | $1,040 | $2,696-61.4% | $3,609-71.2% | $3,332-68.8% |
| Admin fee / account holder | $2,043 | $3,585-43.0% | $4,906-58.4% | $4,645-56.0% |