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 5-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 | $6,021 | $81,248-92.6% | $155,509-96.1% | $80,856-92.6% |
| Participation rate | 78.8% | 66.2%+12.6pp | 78.2%+0.6pp | 67.6%+11.1pp |
| Annual return | 13.49% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $974 | $3,100-68.6% | $4,672-79.2% | $2,755-64.6% |
| Participant deferral / active EE | $1,327 | $3,452-61.5% | $5,626-76.4% | $4,296-69.1% |
| Admin fee / account holder | $917 | $7,997-88.5% | $15,912-94.2% | $6,918-86.7% |