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 6-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 | $4,286 | $77,899-94.5% | $149,673-97.1% | $75,163-94.3% |
| Participation rate | 93.6% | 65.6%+28.0pp | 78.8%+14.9pp | 67.2%+26.4pp |
| Annual return | 20.03% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $814 | $3,137-74.1% | $4,818-83.1% | $2,670-69.5% |
| Participant deferral / active EE | $2,294 | $3,411-32.7% | $5,680-59.6% | $4,125-44.4% |
| Admin fee / account holder | $310 | $5,956-94.8% | $13,210-97.7% | $5,651-94.5% |