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 | $3,871 | $60,892-93.6% | $82,389-95.3% | $84,808-95.4% |
| Participation rate | 96.7% | 63.3%+33.4pp | 69.5%+27.1pp | 68.3%+28.4pp |
| Annual return | 16.04% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $905 | $1,779-49.2% | $2,517-64.1% | $2,631-65.6% |
| Participant deferral / active EE | $1,958 | $3,179-38.4% | $4,155-52.9% | $4,212-53.5% |
| Admin fee / account holder | $1,543 | $5,467-71.8% | $7,231-78.7% | $7,344-79.0% |