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 | $6,611 | $58,627-88.7% | $76,735-91.4% | $82,448-92.0% |
| Participation rate | 74.0% | 63.2%+10.8pp | 69.5%+4.5pp | 68.1%+5.9pp |
| Annual return | 16.39% | 39.10%-22.7pp | 29.77%-13.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $390 | $1,729-77.4% | $2,454-84.1% | $2,551-84.7% |
| Participant deferral / active EE | $2,131 | $3,134-32.0% | $4,088-47.9% | $4,139-48.5% |
| Admin fee / account holder | $1,772 | $5,323-66.7% | $7,189-75.4% | $7,234-75.5% |