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 | $5,289 | $100,773-94.8% | $88,946-94.1% | $142,382-96.3% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 10.92% | 70.18%-59.3pp | 57.82%-46.9pp | 217.08%-206.2pp |
| Employer contribution / active EE | $736 | $2,918-74.8% | $2,555-71.2% | $4,299-82.9% |
| Participant deferral / active EE | $1,303 | $5,230-75.1% | $4,581-71.6% | $6,507-80.0% |
| Admin fee / account holder | $965 | $9,693-90.0% | $8,261-88.3% | $12,624-92.4% |