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 | $3,252 | $80,717-96.0% | $154,803-97.9% | $84,808-96.2% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 27.60% | 37.96%-10.4pp | 58.88%-31.3pp | 40.90%-13.3pp |
| Employer contribution / active EE | $1,069 | $2,761-61.3% | $4,305-75.2% | $2,631-59.4% |
| Participant deferral / active EE | $2,033 | $3,303-38.5% | $5,540-63.3% | $4,212-51.7% |
| Admin fee / account holder | $511 | $6,746-92.4% | $14,329-96.4% | $7,344-93.0% |