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 | $8,500 | $74,927-88.7% | $101,794-91.7% | $84,808-90.0% |
| Participation rate | 73.3% | 61.4%+11.9pp | 69.2%+4.1pp | 68.3%+5.0pp |
| Annual return | 22.27% | 18.70%+3.6pp | 30.53%-8.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $577 | $1,522-62.1% | $2,289-74.8% | $2,631-78.1% |
| Participant deferral / active EE | $1,839 | $3,099-40.7% | $4,084-55.0% | $4,212-56.3% |
| Admin fee / account holder | $637 | $6,514-90.2% | $8,777-92.7% | $7,344-91.3% |