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 10-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 | $8,983 | $62,586-85.6% | $76,768-88.3% | $64,186-86.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 2.32% | -1.95%+4.3pp | 2.43%-0.1pp | 7.63%-5.3pp |
| Employer contribution / active EE | $711 | $1,832-61.2% | $2,485-71.4% | $2,381-70.2% |
| Participant deferral / active EE | $1,594 | $3,145-49.3% | $3,852-58.6% | $3,470-54.1% |
| Admin fee / account holder | $399 | $4,667-91.4% | $6,675-94.0% | $4,888-91.8% |