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 | $99,633-91.1% | $183,328-95.2% | $82,448-89.3% |
| Participation rate | 74.2% | 70.8%+3.4pp | 77.3%-3.1pp | 68.1%+6.1pp |
| Annual return | 17.82% | 17.84%0pp | 29.67%-11.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,312 | $4,938-32.9% | $6,795-51.3% | $4,139-20.0% |
| Admin fee / account holder | $2,288 | $9,934-77.0% | $21,427-89.3% | $7,234-68.4% |