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 | $7,858 | $60,892-87.1% | $82,389-90.5% | $84,808-90.7% |
| Participation rate | 75.6% | 63.3%+12.3pp | 69.5%+6.0pp | 68.3%+7.2pp |
| Annual return | 37.65% | 37.29%+0.4pp | 28.67%+9.0pp | 40.90%-3.3pp |
| Employer contribution / active EE | $747 | $1,779-58.0% | $2,517-70.3% | $2,631-71.6% |
| Participant deferral / active EE | $1,906 | $3,179-40.0% | $4,155-54.1% | $4,212-54.7% |
| Admin fee / account holder | $615 | $5,467-88.7% | $7,231-91.5% | $7,344-91.6% |