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 | $4,899 | $71,050-93.1% | $93,606-94.8% | $80,856-93.9% |
| Participation rate | 88.4% | 60.4%+28.0pp | 68.7%+19.7pp | 67.6%+20.7pp |
| Annual return | 13.56% | 11.26%+2.3pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,374 | $4,034-41.1% | $4,411-46.2% | $4,296-44.7% |
| Admin fee / account holder | $782 | $6,945-88.7% | $8,285-90.6% | $6,918-88.7% |