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 3-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 | $5,796 | $80,717-92.8% | $154,803-96.3% | $84,808-93.2% |
| Participation rate | 98.2% | 66.8%+31.4pp | 78.1%+20.1pp | 68.3%+29.9pp |
| Annual return | 34.85% | 37.96%-3.1pp | 58.88%-24.0pp | 40.90%-6.1pp |
| Employer contribution / active EE | $970 | $2,761-64.9% | $4,305-77.5% | $2,631-63.1% |
| Participant deferral / active EE | $1,690 | $3,303-48.8% | $5,540-69.5% | $4,212-59.9% |
| Admin fee / account holder | $501 | $6,746-92.6% | $14,329-96.5% | $7,344-93.2% |