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 | $8,114 | $49,915-83.7% | $154,803-94.8% | $74,304-89.1% |
| Participation rate | 86.5% | 54.0%+32.6pp | 78.1%+8.5pp | 60.3%+26.2pp |
| Annual return | 19.29% | 34.06%-14.8pp | 58.88%-39.6pp | 29.43%-10.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,702 | $2,255+19.8% | $5,540-51.2% | $3,767-28.3% |
| Admin fee / account holder | $719 | $2,189-67.2% | $14,329-95.0% | $2,969-75.8% |