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 10-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 | $5,949 | $45,073-86.8% | $69,455-91.4% | $72,985-91.8% |
| Participation rate | 82.9% | 68.5%+14.4pp | 74.6%+8.2pp | 69.5%+13.4pp |
| Annual return | 19.50% | 22.65%-3.1pp | 28.97%-9.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,198 | $2,602-54.0% | $3,535-66.1% | $3,607-66.8% |
| Admin fee / account holder | $837 | $3,056-72.6% | $3,839-78.2% | $5,124-83.7% |