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 3-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 | $5,869 | $81,233-92.8% | $155,567-96.2% | $80,874-92.7% |
| Participation rate | 86.9% | 66.2%+20.7pp | 78.2%+8.7pp | 67.6%+19.3pp |
| Annual return | 14.47% | 33.33%-18.9pp | 64.74%-50.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $987 | $3,101-68.2% | $4,674-78.9% | $2,756-64.2% |
| Participant deferral / active EE | $1,796 | $3,452-48.0% | $5,628-68.1% | $4,297-58.2% |
| Admin fee / account holder | $518 | $7,998-93.5% | $15,916-96.7% | $6,935-92.5% |