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 6-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 | $10,667 | $65,041-83.6% | $90,951-88.3% | $79,858-86.6% |
| Participation rate | 75.9% | 61.6%+14.3pp | 69.0%+6.9pp | 69.6%+6.2pp |
| Annual return | 22.61% | 30.45%-7.8pp | 134.60%-112.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,059 | $1,247-15.1% | $2,122-50.1% | $2,471-57.1% |
| Participant deferral / active EE | $3,417 | $2,512+36.0% | $3,373+1.3% | $3,740-8.6% |
| Admin fee / account holder | $428 | $4,536-90.6% | $5,959-92.8% | $5,306-91.9% |