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 | $8,845 | $100,326-91.2% | $180,183-95.1% | $84,808-89.6% |
| Participation rate | 74.2% | 71.0%+3.2pp | 77.4%-3.2pp | 68.3%+5.9pp |
| Annual return | 17.82% | 17.86%0pp | 27.86%-10.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,312 | $5,066-34.6% | $6,822-51.4% | $4,212-21.3% |
| Admin fee / account holder | $2,288 | $9,674-76.3% | $19,975-88.5% | $7,344-68.8% |