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 | $9,128 | $64,480-85.8% | $81,382-88.8% | $80,856-88.7% |
| Participation rate | 77.8% | 63.9%+13.9pp | 69.5%+8.3pp | 67.6%+10.1pp |
| Annual return | 84.16% | 16.34%+67.8pp | 24.73%+59.4pp | 35.59%+48.6pp |
| Employer contribution / active EE | $563 | $1,978-71.5% | $2,463-77.1% | $2,755-79.6% |
| Participant deferral / active EE | $1,352 | $3,094-56.3% | $3,883-65.2% | $4,296-68.5% |
| Admin fee / account holder | $348 | $5,671-93.9% | $5,768-94.0% | $6,918-95.0% |