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 | $6,632 | $88,672-92.5% | $105,223-93.7% | $82,448-92.0% |
| Participation rate | 95.3% | 67.9%+27.4pp | 75.0%+20.3pp | 68.1%+27.3pp |
| Annual return | 13.33% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,701 | $3,048-44.2% | $3,689-53.9% | $2,551-33.3% |
| Participant deferral / active EE | $1,964 | $4,036-51.3% | $5,072-61.3% | $4,139-52.6% |
| Admin fee / account holder | $1,002 | $7,146-86.0% | $8,859-88.7% | $7,234-86.1% |