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 | $76,407-92.4% | $150,298-96.1% | $82,448-93.0% |
| Participation rate | 98.2% | 66.4%+31.8pp | 77.8%+20.5pp | 68.1%+30.1pp |
| Annual return | 34.85% | 39.99%-5.1pp | 62.79%-27.9pp | 41.64%-6.8pp |
| Employer contribution / active EE | $970 | $2,614-62.9% | $4,154-76.6% | $2,551-62.0% |
| Participant deferral / active EE | $1,690 | $3,214-47.4% | $5,453-69.0% | $4,139-59.2% |
| Admin fee / account holder | $501 | $6,352-92.1% | $14,116-96.4% | $7,234-93.1% |