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 | $6,958 | $89,698-92.2% | $103,476-93.3% | $80,856-91.4% |
| Participation rate | 95.3% | 76.0%+19.4pp | 80.5%+14.8pp | 67.6%+27.7pp |
| Annual return | 13.03% | 22.78%-9.7pp | 23.90%-10.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,519 | $4,018-62.2% | $4,672-67.5% | $2,755-44.8% |
| Participant deferral / active EE | $2,278 | $5,456-58.3% | $6,623-65.6% | $4,296-47.0% |
| Admin fee / account holder | $352 | $6,768-94.8% | $9,413-96.3% | $6,918-94.9% |