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 | $59,097-91.0% | $82,389-93.6% | $74,304-92.9% |
| Participation rate | 73.8% | 52.8%+21.1pp | 69.5%+4.3pp | 60.3%+13.5pp |
| Annual return | 25.98% | 22.85%+3.1pp | 28.67%-2.7pp | 29.43%-3.4pp |
| Employer contribution / active EE | $640 | $1,601-60.0% | $2,517-74.6% | $2,241-71.5% |
| Participant deferral / active EE | $1,717 | $2,775-38.1% | $4,155-58.7% | $3,767-54.4% |
| Admin fee / account holder | $754 | $4,489-83.2% | $7,231-89.6% | $2,969-74.6% |