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 | $6,147 | $76,407-92.0% | $150,298-95.9% | $82,448-92.5% |
| Participation rate | 83.3% | 66.4%+16.9pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 13.34% | 39.99%-26.7pp | 62.79%-49.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $531 | $2,614-79.7% | $4,154-87.2% | $2,551-79.2% |
| Participant deferral / active EE | $952 | $3,214-70.4% | $5,453-82.5% | $4,139-77.0% |
| Admin fee / account holder | $895 | $6,352-85.9% | $14,116-93.7% | $7,234-87.6% |