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 | $6,859 | $58,627-88.3% | $76,735-91.1% | $82,448-91.7% |
| Participation rate | 80.0% | 63.2%+16.8pp | 69.5%+10.5pp | 68.1%+11.9pp |
| Annual return | 18.74% | 39.10%-20.4pp | 29.77%-11.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $974 | $1,729-43.7% | $2,454-60.3% | $2,551-61.8% |
| Participant deferral / active EE | $1,626 | $3,134-48.1% | $4,088-60.2% | $4,139-60.7% |
| Admin fee / account holder | $3,325 | $5,323-37.5% | $7,189-53.7% | $7,234-54.0% |