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 | $7,127 | $60,892-88.3% | $82,389-91.3% | $84,808-91.6% |
| Participation rate | 97.9% | 63.3%+34.6pp | 69.5%+28.4pp | 68.3%+29.6pp |
| Annual return | 22.70% | 37.29%-14.6pp | 28.67%-6.0pp | 40.90%-18.2pp |
| Employer contribution / active EE | $947 | $1,779-46.8% | $2,517-62.4% | $2,631-64.0% |
| Participant deferral / active EE | $2,002 | $3,179-37.0% | $4,155-51.8% | $4,212-52.5% |
| Admin fee / account holder | $876 | $5,467-84.0% | $7,231-87.9% | $7,344-88.1% |