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 | $1,853 | $77,899-97.6% | $149,673-98.8% | $75,163-97.5% |
| Participation rate | 84.2% | 65.6%+18.6pp | 78.8%+5.4pp | 67.2%+17.0pp |
| Annual return | 27.18% | 31.72%-4.5pp | 134.42%-107.2pp | 160.62%-133.4pp |
| Employer contribution / active EE | $414 | $3,137-86.8% | $4,818-91.4% | $2,670-84.5% |
| Participant deferral / active EE | $1,165 | $3,411-65.8% | $5,680-79.5% | $4,125-71.8% |
| Admin fee / account holder | $415 | $5,956-93.0% | $13,210-96.9% | $5,651-92.7% |