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 | $3,190 | $80,717-96.0% | $154,803-97.9% | $84,808-96.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 37.66% | 37.96%-0.3pp | 58.88%-21.2pp | 40.90%-3.2pp |
| Employer contribution / active EE | $917 | $2,761-66.8% | $4,305-78.7% | $2,631-65.1% |
| Participant deferral / active EE | $1,187 | $3,303-64.1% | $5,540-78.6% | $4,212-71.8% |
| Admin fee / account holder | $772 | $6,746-88.6% | $14,329-94.6% | $7,344-89.5% |