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 | $8,038 | $181,894-95.6% | $156,549-94.9% | $273,961-97.1% |
| Participation rate | 70.6% | 88.4%-17.8pp | 84.0%-13.4pp | 83.0%-12.4pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,874 | $6,248-70.0% | $5,501-65.9% | $4,869-61.5% |
| Participant deferral / active EE | $6,721 | $5,550+21.1% | $4,871+38.0% | $5,287+27.1% |
| Admin fee / account holder | $938 | $15,559-94.0% | $13,027-92.8% | $10,132-90.7% |