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 | $5,376 | $78,926-93.2% | $136,749-96.1% | $84,808-93.7% |
| Participation rate | 90.7% | 62.2%+28.5pp | 72.1%+18.6pp | 68.3%+22.4pp |
| Annual return | 29.89% | 18.17%+11.7pp | 24.33%+5.6pp | 40.90%-11.0pp |
| Employer contribution / active EE | $1,066 | $2,134-50.0% | $3,400-68.6% | $2,631-59.5% |
| Participant deferral / active EE | $1,457 | $3,168-54.0% | $4,692-68.9% | $4,212-65.4% |
| Admin fee / account holder | $1,533 | $6,369-75.9% | $11,386-86.5% | $7,344-79.1% |