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 3-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 | $3,967 | $60,892-93.5% | $82,389-95.2% | $84,808-95.3% |
| Participation rate | 91.2% | 63.3%+27.9pp | 69.5%+21.6pp | 68.3%+22.9pp |
| Annual return | 23.61% | 37.29%-13.7pp | 28.67%-5.1pp | 40.90%-17.3pp |
| Employer contribution / active EE | $720 | $1,779-59.6% | $2,517-71.4% | $2,631-72.7% |
| Participant deferral / active EE | $1,718 | $3,179-46.0% | $4,155-58.7% | $4,212-59.2% |
| Admin fee / account holder | $965 | $5,467-82.4% | $7,231-86.7% | $7,344-86.9% |