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 | $7,224 | $60,892-88.1% | $82,389-91.2% | $84,808-91.5% |
| Participation rate | 90.0% | 63.3%+26.7pp | 69.5%+20.5pp | 68.3%+21.7pp |
| Annual return | 21.33% | 37.29%-16.0pp | 28.67%-7.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $649 | $1,779-63.5% | $2,517-74.2% | $2,631-75.3% |
| Participant deferral / active EE | $2,271 | $3,179-28.5% | $4,155-45.3% | $4,212-46.1% |
| Admin fee / account holder | $1,851 | $5,467-66.2% | $7,231-74.4% | $7,344-74.8% |