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 | $64,517-85.9% | $81,438-88.8% | $80,874-88.7% |
| Participation rate | 77.8% | 63.9%+13.9pp | 69.5%+8.3pp | 67.6%+10.1pp |
| Annual return | 84.16% | 16.35%+67.8pp | 24.74%+59.4pp | 35.62%+48.5pp |
| Employer contribution / active EE | $563 | $1,982-71.6% | $2,460-77.1% | $2,756-79.6% |
| Participant deferral / active EE | $1,352 | $3,096-56.3% | $3,883-65.2% | $4,297-68.5% |
| Admin fee / account holder | $348 | $5,677-93.9% | $5,764-94.0% | $6,935-95.0% |