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 3-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 | $7,050 | $60,892-88.4% | $82,389-91.4% | $84,808-91.7% |
| Participation rate | 86.3% | 63.3%+23.0pp | 69.5%+16.8pp | 68.3%+18.0pp |
| Annual return | 20.77% | 37.29%-16.5pp | 28.67%-7.9pp | 40.90%-20.1pp |
| Employer contribution / active EE | $954 | $1,779-46.4% | $2,517-62.1% | $2,631-63.7% |
| Participant deferral / active EE | $1,690 | $3,179-46.8% | $4,155-59.3% | $4,212-59.9% |
| Admin fee / account holder | $982 | $5,467-82.0% | $7,231-86.4% | $7,344-86.6% |