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 | $3,115 | $81,248-96.2% | $155,509-98.0% | $80,856-96.1% |
| Participation rate | 70.7% | 66.2%+4.5pp | 78.2%-7.5pp | 67.6%+3.1pp |
| Annual return | 17.02% | 33.31%-16.3pp | 64.67%-47.6pp | 35.59%-18.6pp |
| Employer contribution / active EE | $501 | $3,100-83.8% | $4,672-89.3% | $2,755-81.8% |
| Participant deferral / active EE | $949 | $3,452-72.5% | $5,626-83.1% | $4,296-77.9% |
| Admin fee / account holder | $498 | $7,997-93.8% | $15,912-96.9% | $6,918-92.8% |