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 | $10,074 | $89,753-88.8% | $107,525-90.6% | $84,808-88.1% |
| Participation rate | 97.4% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.1pp |
| Annual return | 26.14% | 29.48%-3.3pp | 181.32%-155.2pp | 40.90%-14.8pp |
| Employer contribution / active EE | $1,123 | $3,113-63.9% | $3,754-70.1% | $2,631-57.3% |
| Participant deferral / active EE | $2,832 | $4,056-30.2% | $5,116-44.6% | $4,212-32.8% |
| Admin fee / account holder | $547 | $7,222-92.4% | $8,919-93.9% | $7,344-92.6% |