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 | $5,128 | $85,022-94.0% | $70,515-92.7% | $139,434-96.3% |
| Participation rate | 81.8% | 73.9%+7.9pp | 68.3%+13.5pp | 80.3%+1.5pp |
| Annual return | 36.41% | 30.38%+6.0pp | 32.77%+3.6pp | 372.94%-336.5pp |
| Employer contribution / active EE | $1,737 | $3,909-55.6% | $2,973-41.6% | $4,751-63.4% |
| Participant deferral / active EE | $2,180 | $5,890-63.0% | $4,567-52.3% | $6,710-67.5% |
| Admin fee / account holder | $344 | $8,906-96.1% | $6,412-94.6% | $11,403-97.0% |