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 | $5,985 | $101,724-94.1% | $164,813-96.4% | $80,856-92.6% |
| Participation rate | 93.9% | 71.8%+22.1pp | 78.6%+15.3pp | 67.6%+26.3pp |
| Annual return | 16.17% | 16.72%-0.5pp | 69.93%-53.8pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,761 | $2,953-40.4% | $4,341-59.4% | $2,755-36.1% |
| Participant deferral / active EE | $2,842 | $4,477-36.5% | $6,031-52.9% | $4,296-33.8% |
| Admin fee / account holder | $436 | $8,227-94.7% | $12,690-96.6% | $6,918-93.7% |