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 | $9,377 | $89,753-89.6% | $107,525-91.3% | $84,808-88.9% |
| Participation rate | 85.1% | 68.1%+17.0pp | 75.1%+10.0pp | 68.3%+16.8pp |
| Annual return | 15.64% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $864 | $3,113-72.2% | $3,754-77.0% | $2,631-67.1% |
| Participant deferral / active EE | $1,865 | $4,056-54.0% | $5,116-63.5% | $4,212-55.7% |
| Admin fee / account holder | $331 | $7,222-95.4% | $8,919-96.3% | $7,344-95.5% |