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 | $3,347 | $77,899-95.7% | $149,673-97.8% | $75,163-95.5% |
| Participation rate | 79.3% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 23.81% | 31.72%-7.9pp | 134.42%-110.6pp | 160.62%-136.8pp |
| Employer contribution / active EE | $656 | $3,137-79.1% | $4,818-86.4% | $2,670-75.4% |
| Participant deferral / active EE | $1,228 | $3,411-64.0% | $5,680-78.4% | $4,125-70.2% |
| Admin fee / account holder | $646 | $5,956-89.2% | $13,210-95.1% | $5,651-88.6% |