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 | $3,264 | $81,248-96.0% | $155,509-97.9% | $80,856-96.0% |
| Participation rate | 93.8% | 66.2%+27.5pp | 78.2%+15.6pp | 67.6%+26.1pp |
| Annual return | 17.77% | 33.31%-15.5pp | 64.67%-46.9pp | 35.59%-17.8pp |
| Employer contribution / active EE | $599 | $3,100-80.7% | $4,672-87.2% | $2,755-78.3% |
| Participant deferral / active EE | $1,377 | $3,452-60.1% | $5,626-75.5% | $4,296-67.9% |
| Admin fee / account holder | $644 | $7,997-91.9% | $15,912-96.0% | $6,918-90.7% |