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 8-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 | $5,720 | $149,679-96.2% | $117,039-95.1% | $147,584-96.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $4,141 | $4,937-16.1% | $3,785+9.4% | $4,876-15.1% |
| Participant deferral / active EE | $4,225 | $4,912-14.0% | $3,929+7.5% | $5,439-22.3% |
| Admin fee / account holder | $3,042 | $7,856-61.3% | $5,974-49.1% | $10,885-72.1% |