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 4-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 | $13,006 | $109,413-88.1% | $156,263-91.7% | $84,808-84.7% |
| Participation rate | 89.7% | 72.7%+17.0pp | 78.9%+10.7pp | 68.3%+21.3pp |
| Annual return | 19.17% | 20.18%-1.0pp | 59.47%-40.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $914 | $2,907-68.6% | $4,333-78.9% | $2,631-65.3% |
| Participant deferral / active EE | $2,237 | $4,590-51.3% | $6,158-63.7% | $4,212-46.9% |
| Admin fee / account holder | $604 | $9,357-93.5% | $14,255-95.8% | $7,344-91.8% |