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 | $3,372 | $60,892-94.5% | $82,389-95.9% | $84,808-96.0% |
| Participation rate | 91.5% | 63.3%+28.2pp | 69.5%+21.9pp | 68.3%+23.2pp |
| Annual return | 19.78% | 37.29%-17.5pp | 28.67%-8.9pp | 40.90%-21.1pp |
| Employer contribution / active EE | $627 | $1,779-64.8% | $2,517-75.1% | $2,631-76.2% |
| Participant deferral / active EE | $1,207 | $3,179-62.0% | $4,155-71.0% | $4,212-71.3% |
| Admin fee / account holder | $993 | $5,467-81.8% | $7,231-86.3% | $7,344-86.5% |