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 | $6,015 | $77,899-92.3% | $149,673-96.0% | $75,163-92.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 28.17% | 31.72%-3.5pp | 134.42%-106.2pp | 160.62%-132.4pp |
| Employer contribution / active EE | $1,047 | $3,137-66.6% | $4,818-78.3% | $2,670-60.8% |
| Participant deferral / active EE | $2,394 | $3,411-29.8% | $5,680-57.8% | $4,125-42.0% |
| Admin fee / account holder | $450 | $5,956-92.4% | $13,210-96.6% | $5,651-92.0% |