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 | $13,014 | $68,346-81.0% | $94,646-86.2% | $75,163-82.7% |
| Participation rate | 89.7% | 76.1%+13.6pp | 80.8%+8.9pp | 67.2%+22.6pp |
| Annual return | 20.89% | 616.93%-596.0pp | 156.71%-135.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $621 | $2,701-77.0% | $3,672-83.1% | $2,670-76.7% |
| Participant deferral / active EE | $7,207 | $6,537+10.2% | $7,418-2.8% | $4,125+74.7% |
| Admin fee / account holder | $2,547 | $5,326-52.2% | $7,231-64.8% | $5,651-54.9% |