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 | $6,307 | $79,944-92.1% | $98,439-93.6% | $75,163-91.6% |
| Participation rate | 97.5% | 70.4%+27.1pp | 75.2%+22.3pp | 67.2%+30.3pp |
| Annual return | 32.93% | 19.75%+13.2pp | 21.16%+11.8pp | 160.62%-127.7pp |
| Employer contribution / active EE | $2,555 | $2,264+12.9% | $3,048-16.2% | $2,670-4.3% |
| Participant deferral / active EE | $3,517 | $3,752-6.3% | $4,738-25.8% | $4,125-14.7% |
| Admin fee / account holder | $1,029 | $6,840-85.0% | $8,948-88.5% | $5,651-81.8% |