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 | $3,957 | $80,717-95.1% | $154,803-97.4% | $84,808-95.3% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.1pp | 68.3%+18.8pp |
| Annual return | 19.44% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,703 | $3,303-48.4% | $5,540-69.3% | $4,212-59.6% |
| Admin fee / account holder | $1,157 | $6,746-82.8% | $14,329-91.9% | $7,344-84.2% |