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 | $5,313 | $55,932-90.5% | $76,735-93.1% | $67,986-92.2% |
| Participation rate | 73.8% | 50.8%+23.0pp | 69.5%+4.3pp | 57.2%+16.6pp |
| Annual return | 25.98% | 23.10%+2.9pp | 29.77%-3.8pp | 31.67%-5.7pp |
| Employer contribution / active EE | $640 | $1,487-57.0% | $2,454-73.9% | $2,019-68.3% |
| Participant deferral / active EE | $1,717 | $2,558-32.9% | $4,088-58.0% | $3,358-48.9% |
| Admin fee / account holder | $754 | $4,907-84.6% | $7,189-89.5% | $3,203-76.5% |