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 | $2,569 | $104,974-97.6% | $95,585-97.3% | $142,382-98.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 21.90% | 210.33%-188.4pp | 38.56%-16.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $865 | $2,779-68.9% | $2,527-65.8% | $4,299-79.9% |
| Participant deferral / active EE | $882 | $4,352-79.7% | $4,023-78.1% | $6,507-86.5% |
| Admin fee / account holder | $445 | $6,386-93.0% | $6,127-92.7% | $12,624-96.5% |