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 | $8,543 | $93,170-90.8% | $100,534-91.5% | $84,808-89.9% |
| Participation rate | 97.1% | 75.8%+21.3pp | 80.6%+16.5pp | 68.3%+28.8pp |
| Annual return | 21.77% | 47.13%-25.4pp | 32.66%-10.9pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,295 | $3,985-42.4% | $4,346-47.2% | $2,631-12.8% |
| Participant deferral / active EE | $3,516 | $5,699-38.3% | $6,144-42.8% | $4,212-16.5% |
| Admin fee / account holder | $536 | $7,382-92.7% | $7,654-93.0% | $7,344-92.7% |