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 | $6,516 | $80,717-91.9% | $154,803-95.8% | $84,808-92.3% |
| Participation rate | 75.5% | 66.8%+8.7pp | 78.1%-2.6pp | 68.3%+7.2pp |
| Annual return | 20.72% | 37.96%-17.2pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $416 | $2,761-84.9% | $4,305-90.3% | $2,631-84.2% |
| Participant deferral / active EE | $1,365 | $3,303-58.7% | $5,540-75.4% | $4,212-67.6% |
| Admin fee / account holder | $771 | $6,746-88.6% | $14,329-94.6% | $7,344-89.5% |